Beam Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beam Wealth Advisors’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
2021 Q4	–	Sell	-5,231	Closed	-$448K	–	131
2021 Q3	$448K	Buy	5,231 +1,005	+24%	+$89K	0.38%	80
2021 Q2	$352K	Buy	4,226 +576	+16%	+$46.2K	0.3%	90
2021 Q1	$270K	Sell	3,650 -522	-13%	-$36.9K	0.24%	105
2020 Q4	$283K	Sell	4,172 -341	-8%	-$22.3K	0.27%	89
2020 Q3	$275K	Buy	4,513 +126	+3%	+$7.74K	0.26%	101
2020 Q2	$268K	Buy	+4,387	New	+$258K	0.27%	101

Other funds holding REZ

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

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

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

CCA

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

Beam Wealth Advisors's REZ Position: Q4 2021 in Review

Beam Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2021, closing a stake of 5,231 shares — an estimated $448K sold.

Beam Wealth Advisors first reported a position in REZ in Q2 2020 and held it in 6 quarters. The position peaked at $448K in Q3 2021. 156 funds tracked by Wall St. Rank hold REZ as of Q4 2021.

Beam Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 5,231 iShares Residential and Multisector Real Estate ETF shares in Q4 2021, an estimated $448K.
Beam Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2020 and held it in 6 quarters.
Beam Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $448K in Q3 2021.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.