Total Clarity Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Total Clarity Wealth Management’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 Q2	–	Sell	-4,495	Closed	-$227K	–	230
2023 Q1	$227K	Sell	4,495 -445	-9%	-$23K	0.12%	160
2022 Q4	$244K	Sell	4,940 -93	-2%	-$4.61K	0.12%	191
2022 Q3	$239K	Sell	5,033 -769	-13%	-$42.3K	0.15%	182
2022 Q2	$310K	Buy	5,802 +13	+0.2%	+$764	0.16%	146
2022 Q1	$374K	Buy	+5,789	New	+$364K	0.21%	132

Other funds holding USRT

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Total Clarity Wealth Management's USRT Position: Q2 2023 in Review

Total Clarity Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 4,495 shares — an estimated $227K sold.

Total Clarity Wealth Management first reported a position in USRT in Q1 2022 and held it in 5 quarters. The position peaked at $374K in Q1 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

Total Clarity Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 4,495 iShares Core US REIT ETF shares in Q2 2023, an estimated $227K.
Total Clarity Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 5 quarters.
Total Clarity Wealth Management's iShares Core US REIT ETF position peaked at $374K in Q1 2022.
326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on Total Clarity Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.