SMFS
USRT icon

Squar Milner Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-764
Closed -$29K – 693
2020
Q1 		$29K Buy
764
+444
+139% +$22.7K 0.02% 419
2019
Q4 		$17K Buy
+320
New +$17.6K 0.01% 542

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Squar Milner Financial Services's USRT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 764 shares — an estimated $29K sold.

Squar Milner Financial Services first reported a position in USRT in Q4 2019 and held it in 2 quarters. The position peaked at $29K in Q1 2020. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 764 iShares Core US REIT ETF shares in Q2 2020, an estimated $29K.
  • Squar Milner Financial Services first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's iShares Core US REIT ETF position peaked at $29K in Q1 2020.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.