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WealthShield’s iShares Core US REIT ETF USRT Stock Holding History

WealthShield’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
2017
Q4 		$80K Buy
+1,621
New +$80.6K 0.05% 144

Other funds holding USRT

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WealthShield's USRT Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core US REIT ETF (USRT) in Q4 2017: 1,621 shares worth $80K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings.

66 funds tracked by Wall St. Rank hold USRT as of Q4 2017.

  • WealthShield held 1,621 shares of iShares Core US REIT ETF worth $80K as of Q4 2017.
  • iShares Core US REIT ETF was a new WealthShield position in Q4 2017.
  • iShares Core US REIT ETF made up 0.05% of WealthShield's portfolio in Q4 2017, its #144 holding.
  • 66 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.