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

Wiser 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 Q4	–	Sell	-138,423	Closed	-$6.53M	–	39
2023 Q3	$6.53M	Buy	138,423 +4,497	+3%	+$230K	2.66%	11
2023 Q2	$6.89M	Buy	133,926 +7,048	+6%	+$353K	2.76%	11
2023 Q1	$6.39M	Buy	126,878 +8,620	+7%	+$446K	2.73%	11
2022 Q4	$5.85M	Buy	118,258 +2,665	+2%	+$132K	2.7%	11
2022 Q3	$5.49M	Buy	115,593 +9,181	+9%	+$505K	2.87%	11
2022 Q2	$5.68M	Buy	+106,412	New	+$6.26M	2.94%	11

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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

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

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

Wiser Wealth Management's USRT Position: Q4 2023 in Review

Wiser Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2023, closing a stake of 138,423 shares — an estimated $6.53M sold.

Wiser Wealth Management first reported a position in USRT in Q2 2022 and held it in 6 quarters. The position peaked at $6.89M in Q2 2023. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

Wiser Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2023 after selling out during the quarter.
Wiser Wealth Management sold 138,423 iShares Core US REIT ETF shares in Q4 2023, an estimated $6.53M.
Wiser Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 6 quarters.
Wiser Wealth Management's iShares Core US REIT ETF position peaked at $6.89M in Q2 2023.
344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on Wiser Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.