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Berkshire Money Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Berkshire Money 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
Q2 		– Sell
-429
Closed -$24K – 63
2020
Q1 		$24K Buy
+429
New +$30.9K 0.01% 60

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Berkshire Money Management's REZ Position: Q2 2020 in Review

Berkshire Money Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2020, closing a stake of 429 shares — an estimated $24K sold.

Berkshire Money Management first reported a position in REZ in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 89 funds tracked by Wall St. Rank hold REZ as of Q2 2020.

  • Berkshire Money Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 429 iShares Residential and Multisector Real Estate ETF shares in Q2 2020, an estimated $24K.
  • Berkshire Money Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's iShares Residential and Multisector Real Estate ETF position peaked at $24K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.