TFS
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TrustCore Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

TrustCore 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
2022
Q4 		– Sell
-99
Closed -$5K – 1155
2022
Q3 		$5K Buy
+99
New +$5.45K ﹤0.01% 883

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Bank of America
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Corient Private Wealth
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TrustCore Financial Services's USRT Position: Q4 2022 in Review

TrustCore Financial Services sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 99 shares — an estimated $5K sold.

TrustCore Financial Services first reported a position in USRT in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

  • TrustCore Financial Services reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 99 iShares Core US REIT ETF shares in Q4 2022, an estimated $5K.
  • TrustCore Financial Services first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 1 quarter.
  • TrustCore Financial Services's iShares Core US REIT ETF position peaked at $5K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.