RMAM
USRT icon

Raab & Moskowitz Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-88
Closed -$4K – 482
2019
Q4 		$4K Buy
+88
New +$4.84K ﹤0.01% 477
2018
Q4 		– Sell
-88
Closed -$4K – 471
2018
Q3 		$4K Buy
+88
New +$4.39K ﹤0.01% 481

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
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raab & Moskowitz Asset Management's USRT Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 88 shares — an estimated $4K sold.

Raab & Moskowitz Asset Management first reported a position in USRT in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 88 iShares Core US REIT ETF shares in Q1 2020, an estimated $4K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's iShares Core US REIT ETF position peaked at $4K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.