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

Arete 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
2024 Q3	–	Sell	-5,507	Closed	-$421K	–	803
2024 Q2	$421K	Sell	5,507 -4,597	-45%	-$335K	0.03%	432
2024 Q1	$728K	Sell	10,104 -3,964	-28%	-$280K	0.07%	255
2023 Q4	$1.03M	Buy	+14,068	New	+$945K	0.08%	243
2023 Q3	–	Sell	-10,642	Closed	-$780K	–	660
2023 Q2	$780K	Buy	+10,642	New	+$760K	0.07%	264
2022 Q4	–	Sell	-6,119	Closed	-$440K	–	694
2022 Q3	$440K	Sell	6,119 -692	-10%	-$56.6K	0.04%	328
2022 Q2	$547K	Buy	6,811 +829	+14%	+$72.1K	0.06%	228
2022 Q1	$574K	Buy	+5,982	New	+$555K	0.05%	259

Other funds holding REZ

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

FPTW

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CJH

Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return

CPG

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

Arete Wealth Advisors's REZ Position: Q3 2024 in Review

Arete Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2024, closing a stake of 5,507 shares — an estimated $421K sold.

Arete Wealth Advisors first reported a position in REZ in Q1 2022 and held it in 7 quarters. The position peaked at $1.03M in Q4 2023. 153 funds tracked by Wall St. Rank hold REZ as of Q3 2024.

Arete Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 5,507 iShares Residential and Multisector Real Estate ETF shares in Q3 2024, an estimated $421K.
Arete Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and held it in 7 quarters.
Arete Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $1.03M in Q4 2023.
153 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.