Baird Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Baird Financial Group’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 Q4	–	Sell	-9,187	Closed	-$660K	–	1755
2022 Q3	$660K	Hold	9,187	–	–	﹤0.01%	1191
2022 Q2	$735K	Sell	9,187 -1,960	-18%	-$170K	﹤0.01%	1203
2022 Q1	$1.07M	Buy	11,147 +1,417	+15%	+$131K	﹤0.01%	1119
2021 Q4	$956K	Buy	9,730 +12	+0.1%	+$1.1K	﹤0.01%	1216
2021 Q3	$832K	Buy	9,718 +61	+0.6%	+$5.4K	﹤0.01%	1276
2021 Q2	$805K	Buy	9,657 +977	+11%	+$78.3K	﹤0.01%	1263
2021 Q1	$642K	Buy	+8,680	New	+$613K	﹤0.01%	1287

Other funds holding REZ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Baird Financial Group's REZ Position: Q4 2022 in Review

Baird Financial Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2022, closing a stake of 9,187 shares — an estimated $660K sold.

Baird Financial Group first reported a position in REZ in Q1 2021 and held it in 7 quarters. The position peaked at $1.07M in Q1 2022. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

Baird Financial Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Baird Financial Group sold 9,187 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $660K.
Baird Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and held it in 7 quarters.
Baird Financial Group's iShares Residential and Multisector Real Estate ETF position peaked at $1.07M in Q1 2022.
143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.