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

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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MUFG Americas's USRT Position: Q4 2022 in Review

MUFG Americas sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 1,301 shares — an estimated $62K sold.

MUFG Americas first reported a position in USRT in Q1 2019 and held it in 14 quarters. The position peaked at $135K in Q4 2021. 325 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

MUFG Americas reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 1,301 iShares Core US REIT ETF shares in Q4 2022, an estimated $62K.
MUFG Americas first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 14 quarters.
MUFG Americas's iShares Core US REIT ETF position peaked at $135K in Q4 2021.
325 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.