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	1.69%	17
2021 Q1	$5.16M	Buy	+69,745	New	+$4.93M	0.65%	37

Other funds holding REZ

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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 $528B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return