PMFA
USRT icon

Plante Moran Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Plante Moran Financial Advisors’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
2023
Q1 		– Sell
-104
Closed -$5.14K – 908
2022
Q4 		$5.14K Sell
104
-70
-40% -$3.47K ﹤0.01% 670
2022
Q3 		$8K Buy
+174
New +$9.58K ﹤0.01% 631
2020
Q1 		– Sell
-2,949
Closed -$161K – 840
2019
Q4 		$161K Hold
2,949
– – 0.06% 183
2019
Q3 		$164K Buy
+2,949
New +$159K 0.05% 180

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Plante Moran Financial Advisors's USRT Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 104 shares — an estimated $5.14K sold.

Plante Moran Financial Advisors first reported a position in USRT in Q3 2019 and held it in 4 quarters. The position peaked at $164K in Q3 2019. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 104 iShares Core US REIT ETF shares in Q1 2023, an estimated $5.14K.
  • Plante Moran Financial Advisors first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 4 quarters.
  • Plante Moran Financial Advisors's iShares Core US REIT ETF position peaked at $164K in Q3 2019.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.