Buckingham Strategic Wealth’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Buckingham Strategic Wealth’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 Q2	$671K	Sell	8,718 -54	-0.6%	-$3.94K	0.01%	411
2024 Q1	$632K	Sell	8,772 -298	-3%	-$21K	0.01%	414
2023 Q4	$667K	Sell	9,070 -924	-9%	-$62.1K	0.01%	389
2023 Q3	$659K	Buy	9,994 +30	+0.3%	+$2.14K	0.01%	361
2023 Q2	$730K	Buy	9,964 +1,431	+17%	+$102K	0.01%	344
2023 Q1	$583K	Hold	8,533	–	–	0.01%	348
2022 Q4	$583K	Sell	8,533 -1,748	-17%	-$123K	0.01%	350
2022 Q3	$738K	Buy	10,281 +477	+5%	+$39K	0.02%	295
2022 Q2	$784K	Hold	9,804	–	–	0.02%	290
2022 Q1	$940K	Buy	9,804 +4,761	+94%	+$442K	0.02%	264
2021 Q4	$495K	Buy	+5,043	New	+$464K	0.01%	371

Other funds holding REZ

FPTW

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Buckingham Strategic Wealth's REZ Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.62% in Q2 2024, selling an estimated $3.94K and leaving 8,718 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #411.

Buckingham Strategic Wealth first reported a position in REZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $940K in Q1 2022. 134 funds tracked by Wall St. Rank hold REZ as of Q2 2024.

Buckingham Strategic Wealth held 8,718 shares of iShares Residential and Multisector Real Estate ETF worth $671K as of Q2 2024.
Buckingham Strategic Wealth sold 54 iShares Residential and Multisector Real Estate ETF shares in Q2 2024, an estimated $3.94K.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #411 holding.
Buckingham Strategic Wealth first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and has held it in 11 quarters since.
Buckingham Strategic Wealth's iShares Residential and Multisector Real Estate ETF position peaked at $940K in Q1 2022.
134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.