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BFSG LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

BFSG LLC’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
Q1 		– Sell
-10,913
Closed -$740K – 214
2020
Q4 		$740K Buy
+10,913
New +$714K 0.12% 145

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

BFSG LLC's REZ Position: Q1 2021 in Review

BFSG LLC sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2021, closing a stake of 10,913 shares — an estimated $740K sold.

BFSG LLC first reported a position in REZ in Q4 2020 and held it in 1 quarter. The position peaked at $740K in Q4 2020. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2021.

  • BFSG LLC reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • BFSG LLC sold 10,913 iShares Residential and Multisector Real Estate ETF shares in Q1 2021, an estimated $740K.
  • BFSG LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • BFSG LLC's iShares Residential and Multisector Real Estate ETF position peaked at $740K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2021.

Based on BFSG LLC's 13F filing for Q1 2021, filed 26 Apr 2021.