Csenge Advisory Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Csenge Advisory Group’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 Q1	–	Sell	-20,719	Closed	-$1.68M	–	734
2024 Q4	$1.68M	Buy	+20,719	New	+$1.78M	0.09%	174
2022 Q2	–	Sell	-9,085	Closed	-$871K	–	656
2022 Q1	$871K	Buy	+9,085	New	+$843K	0.07%	248
2021 Q4	–	Sell	-17,796	Closed	-$1.54M	–	603
2021 Q3	$1.54M	Buy	+17,796	New	+$1.58M	0.13%	140

Other funds holding REZ

FPTW

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Csenge Advisory Group's REZ Position: Q1 2025 in Review

Csenge Advisory Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 20,719 shares — an estimated $1.68M sold.

Csenge Advisory Group first reported a position in REZ in Q3 2021 and held it in 3 quarters. The position peaked at $1.68M in Q4 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

Csenge Advisory Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Csenge Advisory Group sold 20,719 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $1.68M.
Csenge Advisory Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 3 quarters.
Csenge Advisory Group's iShares Residential and Multisector Real Estate ETF position peaked at $1.68M in Q4 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.