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MA
MUFG Americas’s
iShares Core US REIT ETF
USRT
Stock Holding History
MUFG Americas’s Portfolio
USRT Stock Details
USRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-1,301
Closed
-$62K
–
785
2022
Q3
$62K
Hold
1,301
–
–
﹤0.01%
475
2022
Q2
$69K
Hold
1,301
–
–
﹤0.01%
479
2022
Q1
$84K
Sell
1,301
-700
-35%
-$44K
﹤0.01%
473
2021
Q4
$135K
Hold
2,001
–
–
﹤0.01%
432
2021
Q3
$117K
Buy
2,001
+1,801
+901%
+$110K
﹤0.01%
433
2021
Q2
$12K
Sell
200
-100
-33%
-$5.67K
﹤0.01%
600
2021
Q1
$16K
Hold
300
–
–
﹤0.01%
599
2020
Q4
$15K
Hold
300
–
–
﹤0.01%
614
2020
Q3
$13K
Buy
+300
New
+$13.4K
﹤0.01%
596
2020
Q2
–
Sell
-89
Closed
-$3K
–
720
2020
Q1
$3K
Hold
89
–
–
﹤0.01%
681
2019
Q4
$5K
Hold
89
–
–
﹤0.01%
707
2019
Q3
$5K
Hold
89
–
–
﹤0.01%
718
2019
Q2
$5K
Hold
89
–
–
﹤0.01%
731
2019
Q1
$5K
Buy
+89
New
+$4.41K
﹤0.01%
842
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
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
FA
Fiducient Advisors
Chicago, Illinois
$765M AUM
12.73%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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