Trust Company of Vermont’s iShares Core US REIT ETF USRT Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-225	Closed	-$11K	–	989
2022 Q3	$11K	Hold	225	–	–	﹤0.01%	707
2022 Q2	$12K	Buy	+225	New	+$13.2K	﹤0.01%	661
2022 Q1	–	Sell	-225	Closed	-$15K	–	715
2021 Q4	$15K	Buy	+225	New	+$14.3K	﹤0.01%	623
2021 Q3	–	Sell	-225	Closed	-$13K	–	687
2021 Q2	$13K	Hold	225	–	–	﹤0.01%	621
2021 Q1	$12K	Hold	225	–	–	﹤0.01%	617
2020 Q4	$11K	Hold	225	–	–	﹤0.01%	618
2020 Q3	$10K	Hold	225	–	–	﹤0.01%	609
2020 Q2	$10K	Hold	225	–	–	﹤0.01%	627
2020 Q1	$9K	Hold	225	–	–	﹤0.01%	678
2019 Q4	$12K	Buy	+225	New	+$12.4K	﹤0.01%	696

Other funds holding USRT

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Trust Company of Vermont's USRT Position: Q4 2022 in Review

Trust Company of Vermont sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 225 shares — an estimated $11K sold.

Trust Company of Vermont first reported a position in USRT in Q4 2019 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

Trust Company of Vermont reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 225 iShares Core US REIT ETF shares in Q4 2022, an estimated $11K.
Trust Company of Vermont first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 10 quarters.
Trust Company of Vermont's iShares Core US REIT ETF position peaked at $15K in Q4 2021.
326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.