CIBC World Market’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

CIBC World Market’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 Q3	–	Sell	-8,513	Closed	-$709K	–	1422
2021 Q2	$709K	Sell	8,513 -703	-8%	-$56.3K	﹤0.01%	887
2021 Q1	$682K	Buy	+9,216	New	+$651K	﹤0.01%	881
2016 Q4	–	Sell	-6,358	Closed	-$417K	–	1130
2016 Q3	$417K	Buy	6,358 +813	+15%	+$54.4K	﹤0.01%	776
2016 Q2	$374K	Buy	5,545 +443	+9%	+$28.7K	﹤0.01%	727
2016 Q1	$337K	Buy	+5,102	New	+$315K	﹤0.01%	698

Other funds holding REZ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FPTW

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

CIBC World Market's REZ Position: Q3 2021 in Review

CIBC World Market sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2021, closing a stake of 8,513 shares — an estimated $709K sold.

CIBC World Market first reported a position in REZ in Q1 2016 and held it in 5 quarters. The position peaked at $709K in Q2 2021. 134 funds tracked by Wall St. Rank hold REZ as of Q3 2021.

CIBC World Market reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2021 after selling out during the quarter.
CIBC World Market sold 8,513 iShares Residential and Multisector Real Estate ETF shares in Q3 2021, an estimated $709K.
CIBC World Market first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2016 and held it in 5 quarters.
CIBC World Market's iShares Residential and Multisector Real Estate ETF position peaked at $709K in Q2 2021.
134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2021.

Based on CIBC World Market's 13F filing for Q3 2021, filed 12 Nov 2021.