Acorn Financial Advisory Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Acorn Financial Advisory Services’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30,184	Closed	-$2.18M	–	240
2023 Q4	$2.18M	Sell	30,184 -3,383	-10%	-$227K	0.38%	34
2023 Q3	$2.19M	Buy	33,567 +6,619	+25%	+$473K	0.39%	34
2023 Q2	$1.97M	Buy	26,948 +3,757	+16%	+$268K	0.35%	41
2023 Q1	$1.64M	Buy	23,191 +865	+4%	+$62.4K	0.32%	44
2022 Q4	$1.53M	Buy	22,326 +2,464	+12%	+$173K	0.32%	40
2022 Q3	$1.43M	Buy	19,862 +4,647	+31%	+$380K	0.34%	41
2022 Q2	$1.22M	Buy	15,215 +2,302	+18%	+$200K	0.29%	49
2022 Q1	$1.24M	Buy	12,913 +2,272	+21%	+$211K	0.25%	66
2021 Q4	$1.05M	Buy	10,641 +5,334	+101%	+$491K	0.21%	77
2021 Q3	$455K	Buy	5,307 +1,138	+27%	+$101K	0.14%	140
2021 Q2	$347K	Buy	+4,169	New	+$334K	0.1%	177

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Acorn Financial Advisory Services's REZ Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 30,184 shares — an estimated $2.18M sold.

Acorn Financial Advisory Services first reported a position in REZ in Q2 2021 and held it in 11 quarters. The position peaked at $2.19M in Q3 2023. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 30,184 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $2.18M.
Acorn Financial Advisory Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 11 quarters.
Acorn Financial Advisory Services's iShares Residential and Multisector Real Estate ETF position peaked at $2.19M in Q3 2023.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.