PWM
USRT icon

PRW Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-836
Closed -$43K – 641
2019
Q1 		$43K Buy
+836
New +$41.4K 0.04% 155

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PRW Wealth Management's USRT Position: Q2 2019 in Review

PRW Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2019, closing a stake of 836 shares — an estimated $43K sold.

PRW Wealth Management first reported a position in USRT in Q1 2019 and held it in 1 quarter. The position peaked at $43K in Q1 2019. 164 funds tracked by Wall St. Rank hold USRT as of Q2 2019.

  • PRW Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 836 iShares Core US REIT ETF shares in Q2 2019, an estimated $43K.
  • PRW Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 1 quarter.
  • PRW Wealth Management's iShares Core US REIT ETF position peaked at $43K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.