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iShares FTSE NAREIT Real Est 50 Ind shares owned by SageView Advisory Group

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 21k 525.72
2023-12-31 $246k 4.7k 52.51

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Charles Schwab Investment Advisory
Us Bancorp
Northwestern Mutual Wealth Management Company
Morgan Stanley
CI Private Wealth
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Thrivent Financial for Lutherans
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
Blueprint Investment Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind