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Tilia Fiduciary Partners’s iShares Core US REIT ETF USRT Stock Holding History

Tilia Fiduciary Partners’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
-87
Closed -$4.47K – 473
2023
Q2 		$4.47K Buy
+87
New +$4.35K ﹤0.01% 446

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Northwestern Mutual Wealth Management
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Wealth Enhancement Advisory Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tilia Fiduciary Partners's USRT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 87 shares — an estimated $4.47K sold.

Tilia Fiduciary Partners first reported a position in USRT in Q2 2023 and held it in 1 quarter. The position peaked at $4.47K in Q2 2023. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 87 iShares Core US REIT ETF shares in Q3 2023, an estimated $4.47K.
  • Tilia Fiduciary Partners first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's iShares Core US REIT ETF position peaked at $4.47K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.