Aveo Capital Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Aveo Capital Partners’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
2025 Q1	–	Sell	-46,793	Closed	-$3.79M	–	293
2024 Q4	$3.79M	Buy	+46,793	New	+$4.01M	0.42%	64
2022 Q2	–	Sell	-7,195	Closed	-$690K	–	291
2022 Q1	$690K	Sell	7,195 -35,971	-83%	-$3.34M	0.12%	144
2021 Q4	$4.24M	Sell	43,166 -2,880	-6%	-$265K	0.76%	41
2021 Q3	$3.94M	Buy	+46,046	New	+$4.08M	0.82%	34

Other funds holding REZ

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Aveo Capital Partners's REZ Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 46,793 shares — an estimated $3.79M sold.

Aveo Capital Partners first reported a position in REZ in Q3 2021 and held it in 4 quarters. The position peaked at $4.24M in Q4 2021. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

Aveo Capital Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 46,793 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $3.79M.
Aveo Capital Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 4 quarters.
Aveo Capital Partners's iShares Residential and Multisector Real Estate ETF position peaked at $4.24M in Q4 2021.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.