Clearwater Capital Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Clearwater Capital Advisors’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
2023 Q1	–	Sell	-161,614	Closed	-$11M	–	160
2022 Q4	$11M	Sell	161,614 -10,935	-6%	-$766K	1.44%	20
2022 Q3	$12.4M	Buy	172,549 +7,826	+5%	+$640K	1.71%	16
2022 Q2	$13.2M	Sell	164,723 -9,199	-5%	-$800K	1.8%	15
2022 Q1	$16.7M	Sell	173,922 -4,896	-3%	-$454K	1.91%	14
2021 Q4	$17.6M	Buy	178,818 +341	+0.2%	+$31.4K	1.94%	14
2021 Q3	$15.3M	Buy	178,477 +4,741	+3%	+$420K	1.77%	17
2021 Q2	$14.5M	Buy	173,736 +103,991	+149%	+$8.33M	1.68%	17
2021 Q1	$5.16M	Buy	+69,745	New	+$4.93M	0.65%	37

Other funds holding REZ

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearwater Capital Advisors's REZ Position: Q1 2023 in Review

Clearwater Capital Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2023, closing a stake of 161,614 shares — an estimated $11M sold.

Clearwater Capital Advisors first reported a position in REZ in Q1 2021 and held it in 8 quarters. The position peaked at $17.6M in Q4 2021. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2023.

Clearwater Capital Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 161,614 iShares Residential and Multisector Real Estate ETF shares in Q1 2023, an estimated $11M.
Clearwater Capital Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and held it in 8 quarters.
Clearwater Capital Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $17.6M in Q4 2021.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2023.

Based on Clearwater Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.