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Carolinas Wealth Consulting’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Carolinas Wealth Consulting’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
-147
Closed -$8K – 711
2020
Q1 		$8K Buy
+147
New +$10.6K ﹤0.01% 158

Other funds holding REZ

FPTW
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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

Carolinas Wealth Consulting's REZ Position: Q2 2020 in Review

Carolinas Wealth Consulting sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2020, closing a stake of 147 shares — an estimated $8K sold.

Carolinas Wealth Consulting first reported a position in REZ in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 89 funds tracked by Wall St. Rank hold REZ as of Q2 2020.

  • Carolinas Wealth Consulting reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 147 iShares Residential and Multisector Real Estate ETF shares in Q2 2020, an estimated $8K.
  • Carolinas Wealth Consulting first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's iShares Residential and Multisector Real Estate ETF position peaked at $8K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2020, filed 13 Aug 2020.