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Beaumont Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beaumont Financial 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
2022
Q2 		– Sell
-5,269
Closed -$505K – 355
2022
Q1 		$505K Buy
+5,269
New +$489K 0.04% 207

Other funds holding REZ

JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Beaumont Financial Advisors's REZ Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 5,269 shares — an estimated $505K sold.

Beaumont Financial Advisors first reported a position in REZ in Q1 2022 and held it in 1 quarter. The position peaked at $505K in Q1 2022. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,269 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $505K.
  • Beaumont Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $505K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.