SF
USRT icon

Safeguard Financial’s iShares Core US REIT ETF USRT Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-82
Closed -$4K – 525
2023
Q2 		$4K Buy
+82
New +$4.1K ﹤0.01% 431

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Safeguard Financial's USRT Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 82 shares — an estimated $4K sold.

Safeguard Financial first reported a position in USRT in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 322 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • Safeguard Financial reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 82 iShares Core US REIT ETF shares in Q3 2023, an estimated $4K.
  • Safeguard Financial first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares Core US REIT ETF position peaked at $4K in Q2 2023.
  • 322 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.