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Stegent Equity Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Stegent Equity Advisors’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
2022
Q2 		– Sell
-3,479
Closed -$225K – 99
2022
Q1 		$225K Sell
3,479
-172
-5% -$10.8K 0.19% 88
2021
Q4 		$246K Buy
+3,651
New +$232K 0.2% 93

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Stegent Equity Advisors's USRT Position: Q2 2022 in Review

Stegent Equity Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 3,479 shares — an estimated $225K sold.

Stegent Equity Advisors first reported a position in USRT in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Stegent Equity Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 3,479 iShares Core US REIT ETF shares in Q2 2022, an estimated $225K.
  • Stegent Equity Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Stegent Equity Advisors's iShares Core US REIT ETF position peaked at $246K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Stegent Equity Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.