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Wealth Enhancement & Preservation of GA’s iShares Core US REIT ETF USRT Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q1 		– Sell
-12,520
Closed -$663K – 59
2019
Q4 		$663K Buy
+12,520
New +$689K 0.34% 36

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's USRT Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 12,520 shares — an estimated $663K sold.

Wealth Enhancement & Preservation of GA first reported a position in USRT in Q4 2019 and held it in 1 quarter. The position peaked at $663K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 12,520 iShares Core US REIT ETF shares in Q1 2020, an estimated $663K.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares Core US REIT ETF position peaked at $663K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.