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

Belvedere 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
2019 Q2	$39K	Sell	537 -1,965	-79%	-$141K	1.2%	16
2019 Q1	$176K	Buy	+2,502	New	+$170K	2.27%	15

Other funds holding REZ

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

FPTW

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 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

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

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

Belvedere Advisors's REZ Position: Q2 2019 in Review

Belvedere Advisors reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 79% in Q2 2019, selling an estimated $141K and leaving 537 shares worth $39K. The position accounts for 1.2% of the portfolio, ranked #16.

Belvedere Advisors first reported a position in REZ in Q1 2019 and has held it in 2 quarters since. The position peaked at $176K in Q1 2019. 87 funds tracked by Wall St. Rank hold REZ as of Q2 2019.

Belvedere Advisors held 537 shares of iShares Residential and Multisector Real Estate ETF worth $39K as of Q2 2019.
Belvedere Advisors sold 1,965 iShares Residential and Multisector Real Estate ETF shares in Q2 2019, an estimated $141K.
iShares Residential and Multisector Real Estate ETF made up 1.2% of Belvedere Advisors's portfolio in Q2 2019, its #16 holding.
Belvedere Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and has held it in 2 quarters since.
Belvedere Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $176K in Q1 2019.
87 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.