Antonetti Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Antonetti Capital Management’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
2022 Q3	–	Sell	-17	Closed	-$1K	–	355
2022 Q2	$1K	Sell	17 -3,013	-99%	-$262K	﹤0.01%	322
2022 Q1	$291K	Sell	3,030 -125	-4%	-$11.6K	0.27%	45
2021 Q4	$310K	Sell	3,155 -450	-12%	-$41.4K	0.24%	64
2021 Q3	$308K	Buy	+3,605	New	+$319K	0.25%	59

Other funds holding REZ

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

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

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

FPTW

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

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

CAAS

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

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

CCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Antonetti Capital Management's REZ Position: Q3 2022 in Review

Antonetti Capital Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Antonetti Capital Management first reported a position in REZ in Q3 2021 and held it in 4 quarters. The position peaked at $310K in Q4 2021. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

Antonetti Capital Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Antonetti Capital Management sold 17 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $1K.
Antonetti Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 4 quarters.
Antonetti Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $310K in Q4 2021.
138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on Antonetti Capital Management's 13F filing for Q3 2022, filed 31 Oct 2022.