Bartlett & Co Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bartlett & Co Wealth Management’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
2020 Q3	–	Sell	-882	Closed	-$53K	–	861
2020 Q2	$53K	Sell	882 -1,011	-53%	-$59.4K	﹤0.01%	487
2020 Q1	$104K	Hold	1,893	–	–	﹤0.01%	365
2019 Q4	$143K	Buy	+1,893	New	+$147K	﹤0.01%	369

Other funds holding REZ

FPTW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Bartlett & Co Wealth Management's REZ Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2020, closing a stake of 882 shares — an estimated $53K sold.

Bartlett & Co Wealth Management first reported a position in REZ in Q4 2019 and held it in 3 quarters. The position peaked at $143K in Q4 2019. 86 funds tracked by Wall St. Rank hold REZ as of Q3 2020.

Bartlett & Co Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 882 iShares Residential and Multisector Real Estate ETF shares in Q3 2020, an estimated $53K.
Bartlett & Co Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and held it in 3 quarters.
Bartlett & Co Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $143K in Q4 2019.
86 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.