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Authentikos Wealth Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-142
Closed -$9.37K – 472
2023
Q3 		$9.37K Buy
+142
New +$10.1K 0.01% 244

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
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

Authentikos Wealth Advisory's REZ Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 142 shares — an estimated $9.37K sold.

Authentikos Wealth Advisory first reported a position in REZ in Q3 2023 and held it in 1 quarter. The position peaked at $9.37K in Q3 2023. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 142 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $9.37K.
  • Authentikos Wealth Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $9.37K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.