Boston Financial Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Boston Financial 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
2024 Q4	$2.08M	Hold	25,700	–	–	0.06%	145
2024 Q3	$2.28M	Hold	25,700	–	–	0.07%	142
2024 Q2	$1.98M	Hold	25,700	–	–	0.06%	145
2024 Q1	$1.85M	Hold	25,700	–	–	0.06%	148
2023 Q4	$1.89M	Hold	25,700	–	–	0.06%	143
2023 Q3	$1.69M	Hold	25,700	–	–	0.06%	142
2023 Q2	$1.88M	Hold	25,700	–	–	0.07%	146
2023 Q1	$1.81M	Sell	25,700 -6	-0%	-$433	0.07%	145
2022 Q4	$1.76M	Buy	25,706 +6	+0%	+$420	0.07%	141
2022 Q3	$1.85M	Hold	25,700	–	–	0.08%	135
2022 Q2	$2.06M	Hold	25,700	–	–	0.09%	118
2022 Q1	$2.46M	Hold	25,700	–	–	0.09%	118
2021 Q4	$2.52M	Hold	25,700	–	–	0.09%	104
2021 Q3	$2.2M	Hold	25,700	–	–	0.09%	101
2021 Q2	$2.14M	Hold	25,700	–	–	0.09%	102
2021 Q1	$1.9M	Hold	25,700	–	–	0.08%	102
2020 Q4	$1.74M	Hold	25,700	–	–	0.08%	110
2020 Q3	$1.57M	Hold	25,700	–	–	0.08%	106
2020 Q2	$1.54M	Hold	25,700	–	–	0.08%	103
2020 Q1	$1.42M	Buy	+25,700	New	+$1.85M	0.09%	106

Other funds holding REZ

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Boston Financial Management's REZ Position: Q4 2024 in Review

Boston Financial Management held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q4 2024 at 25,700 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #145.

Boston Financial Management first reported a position in REZ in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.52M in Q4 2021. 175 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

Boston Financial Management held 25,700 shares of iShares Residential and Multisector Real Estate ETF worth $2.08M as of Q4 2024.
Boston Financial Management left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q4 2024.
iShares Residential and Multisector Real Estate ETF made up 0.06% of Boston Financial Management's portfolio in Q4 2024, its #145 holding.
Boston Financial Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and has held it in 20 quarters since.
Boston Financial Management's iShares Residential and Multisector Real Estate ETF position peaked at $2.52M in Q4 2021.
175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.