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Pacifica Partners’s iShares Core US REIT ETF USRT Stock Holding History

Pacifica Partners’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
2024
Q1 		– Sell
-200
Closed -$10.3K – 558
2023
Q4 		$10.3K Hold
200
– – 0.01% 362
2023
Q3 		$9.25K Hold
200
– – 0.01% 354
2023
Q2 		$10.4K Hold
200
– – 0.01% 292
2023
Q1 		$9.94K Hold
200
– – 0.01% 308
2022
Q4 		$9.93K Hold
200
– – 0.01% 285
2022
Q3 		$10K Hold
200
– – 0.01% 300
2022
Q2 		$11K Hold
200
– – 0.01% 294
2022
Q1 		$12K Hold
200
– – 0.01% 287
2021
Q4 		$13K Hold
200
– – 0.01% 272
2021
Q3 		$12K Hold
200
– – 0.01% 284
2021
Q2 		$12K Hold
200
– – 0.01% 272
2021
Q1 		$11K Hold
200
– – 0.01% 257
2020
Q4 		$9K Hold
200
– – 0.01% 260
2020
Q3 		$9K Hold
200
– – 0.01% 224
2020
Q2 		$9K Hold
200
– – 0.01% 245
2020
Q1 		$8K Hold
200
– – 0.01% 255
2019
Q4 		$11K Buy
+200
New +$11K 0.01% 231

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacifica Partners's USRT Position: Q1 2024 in Review

Pacifica Partners sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 200 shares — an estimated $10.3K sold.

Pacifica Partners first reported a position in USRT in Q4 2019 and held it in 17 quarters. The position peaked at $13K in Q4 2021. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Pacifica Partners reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Pacifica Partners sold 200 iShares Core US REIT ETF shares in Q1 2024, an estimated $10.3K.
  • Pacifica Partners first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 17 quarters.
  • Pacifica Partners's iShares Core US REIT ETF position peaked at $13K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.