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

DeDora Capital’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
2022 Q2	–	Sell	-160	Closed	-$15K	–	320
2022 Q1	$15K	Buy	+160	New	+$14.8K	0.01%	266
2020 Q1	–	Sell	-77	Closed	-$6K	–	113
2019 Q4	$6K	Buy	+77	New	+$5.97K	﹤0.01%	115
2018 Q4	–	Sell	-4,697	Closed	-$295K	–	86
2018 Q3	$295K	Buy	4,697 +199	+4%	+$12.7K	0.22%	71
2018 Q2	$284K	Sell	4,498 -1,129	-20%	-$67K	0.22%	77
2018 Q1	$324K	Buy	5,627 +1,465	+35%	+$83.8K	0.26%	73
2017 Q4	$259K	Buy	+4,162	New	+$264K	0.21%	74

Other funds holding REZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FPTW

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

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAAS

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

DeDora Capital's REZ Position: Q2 2022 in Review

DeDora Capital sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 160 shares — an estimated $15K sold.

DeDora Capital first reported a position in REZ in Q4 2017 and held it in 6 quarters. The position peaked at $324K in Q1 2018. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

DeDora Capital reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 160 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $15K.
DeDora Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 6 quarters.
DeDora Capital's iShares Residential and Multisector Real Estate ETF position peaked at $324K in Q1 2018.
148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.