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

Avestar Capital’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 Q2	–	Sell	-37,236	Closed	-$2.63M	–	356
2023 Q1	$2.63M	Buy	37,236 +3,556	+11%	+$256K	0.47%	41
2022 Q4	$2.3M	Buy	33,680 +5,801	+21%	+$407K	0.42%	43
2022 Q3	$2M	Buy	27,879 +7,094	+34%	+$580K	0.51%	41
2022 Q2	$1.66M	Buy	+20,785	New	+$1.81M	0.41%	43

Other funds holding REZ

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Avestar Capital's REZ Position: Q2 2023 in Review

Avestar Capital sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2023, closing a stake of 37,236 shares — an estimated $2.63M sold.

Avestar Capital first reported a position in REZ in Q2 2022 and held it in 4 quarters. The position peaked at $2.63M in Q1 2023. 140 funds tracked by Wall St. Rank hold REZ as of Q2 2023.

Avestar Capital reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Avestar Capital sold 37,236 iShares Residential and Multisector Real Estate ETF shares in Q2 2023, an estimated $2.63M.
Avestar Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and held it in 4 quarters.
Avestar Capital's iShares Residential and Multisector Real Estate ETF position peaked at $2.63M in Q1 2023.
140 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2023.

Based on Avestar Capital's 13F filing for Q2 2023, filed 2 Aug 2023.