Ameritas Investment Company’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-27	Closed	-$2K	–	1774
2021 Q1	$2K	Buy	+27	New	+$1.91K	﹤0.01%	1928
2020 Q2	–	Sell	-371	Closed	-$20K	–	1310
2020 Q1	$20K	Buy	+371	New	+$26.7K	﹤0.01%	1003
2019 Q4	–	Sell	-100	Closed	-$8K	–	1350
2019 Q3	$8K	Buy	+100	New	+$7.7K	﹤0.01%	1176

Other funds holding REZ

FPTW

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameritas Investment Company's REZ Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in REZ in Q3 2019 and held it in 3 quarters. The position peaked at $20K in Q1 2020. 111 funds tracked by Wall St. Rank hold REZ as of Q2 2021.

Ameritas Investment Company reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 27 iShares Residential and Multisector Real Estate ETF shares in Q2 2021, an estimated $2K.
Ameritas Investment Company first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 3 quarters.
Ameritas Investment Company's iShares Residential and Multisector Real Estate ETF position peaked at $20K in Q1 2020.
111 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.