SFG
USRT icon

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

Sage Financial Group’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
Q4 		– Sell
-5,220
Closed -$246K – 105
2023
Q3 		$246K Hold
5,220
– – 0.03% 91
2023
Q2 		$268K Hold
5,220
– – 0.03% 88
2023
Q1 		$263K Buy
+5,220
New +$270K 0.03% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sage Financial Group's USRT Position: Q4 2023 in Review

Sage Financial Group sold out of iShares Core US REIT ETF (USRT) in Q4 2023, closing a stake of 5,220 shares — an estimated $246K sold.

Sage Financial Group first reported a position in USRT in Q1 2023 and held it in 3 quarters. The position peaked at $268K in Q2 2023. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

  • Sage Financial Group reported no remaining iShares Core US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Sage Financial Group sold 5,220 iShares Core US REIT ETF shares in Q4 2023, an estimated $246K.
  • Sage Financial Group first reported a position in iShares Core US REIT ETF in Q1 2023 and held it in 3 quarters.
  • Sage Financial Group's iShares Core US REIT ETF position peaked at $268K in Q2 2023.
  • 344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on Sage Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.