Monument Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Monument Capital Management’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,781	Closed	-$789K	–	164
2022 Q2	$789K	Sell	14,781 -410	-3%	-$24.1K	0.3%	75
2022 Q1	$982K	Sell	15,191 -14,627	-49%	-$919K	0.32%	70
2021 Q4	$2.02M	Sell	29,818 -1,891	-6%	-$120K	0.63%	55
2021 Q3	$1.86M	Buy	31,709 +286	+0.9%	+$17.4K	0.63%	62
2021 Q2	$1.83M	Buy	31,423 +6,494	+26%	+$369K	0.63%	63
2021 Q1	$1.31M	Sell	24,929 -1,163	-4%	-$58.5K	0.52%	67
2020 Q4	$1.26M	Sell	26,092 -570	-2%	-$26.6K	0.58%	68
2020 Q3	$1.17M	Buy	+26,662	New	+$1.19M	0.61%	67

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Monument Capital Management's USRT Position: Q3 2022 in Review

Monument Capital Management sold out of iShares Core US REIT ETF (USRT) in Q3 2022, closing a stake of 14,781 shares — an estimated $789K sold.

Monument Capital Management first reported a position in USRT in Q3 2020 and held it in 8 quarters. The position peaked at $2.02M in Q4 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

Monument Capital Management reported no remaining iShares Core US REIT ETF position as of Q3 2022 after selling out during the quarter.
Monument Capital Management sold 14,781 iShares Core US REIT ETF shares in Q3 2022, an estimated $789K.
Monument Capital Management first reported a position in iShares Core US REIT ETF in Q3 2020 and held it in 8 quarters.
Monument Capital Management's iShares Core US REIT ETF position peaked at $2.02M in Q4 2021.
298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on Monument Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.