AWA
REZ icon

Acorn Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-701
Closed -$44K – 358
2018
Q2 		$44K Hold
701
– – 0.04% 295
2018
Q1 		$41K Hold
701
– – 0.04% 298
2017
Q4 		$42K Buy
+701
New +$44.5K 0.04% 280

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Acorn Wealth Advisors's REZ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2018, closing a stake of 701 shares — an estimated $44K sold.

Acorn Wealth Advisors first reported a position in REZ in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q2 2018. 64 funds tracked by Wall St. Rank hold REZ as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 701 iShares Residential and Multisector Real Estate ETF shares in Q3 2018, an estimated $44K.
  • Acorn Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $44K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.