CWM
REZ icon

Copia Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Copia Wealth Management’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
2025
Q2 		– Sell
-31
Closed -$2.68K – 487
2025
Q1 		$2.68K Buy
+31
New +$2.59K ﹤0.01% 370

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 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 $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Copia Wealth Management's REZ Position: Q2 2025 in Review

Copia Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 31 shares — an estimated $2.68K sold.

Copia Wealth Management first reported a position in REZ in Q1 2025 and held it in 1 quarter. The position peaked at $2.68K in Q1 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Copia Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 31 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $2.68K.
  • Copia Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $2.68K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.