Eagle Strategies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Eagle Strategies’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	-22,203	Closed	-$1.52M	–	181
2022 Q4	$1.52M	Sell	22,203 -424	-2%	-$29.7K	0.45%	54
2022 Q3	$1.63M	Sell	22,627 -11,492	-34%	-$940K	0.85%	31
2022 Q2	$2.73M	Buy	34,119 +2,516	+8%	+$219K	1%	31
2022 Q1	$3.03M	Buy	31,603 +2,239	+8%	+$208K	1.18%	22
2021 Q4	$2.88M	Buy	+29,364	New	+$2.7M	1.12%	21

Other funds holding REZ

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

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

CAAS

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eagle Strategies's REZ Position: Q1 2023 in Review

Eagle Strategies sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2023, closing a stake of 22,203 shares — an estimated $1.52M sold.

Eagle Strategies first reported a position in REZ in Q4 2021 and held it in 5 quarters. The position peaked at $3.03M in Q1 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2023.

Eagle Strategies reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Eagle Strategies sold 22,203 iShares Residential and Multisector Real Estate ETF shares in Q1 2023, an estimated $1.52M.
Eagle Strategies first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 5 quarters.
Eagle Strategies's iShares Residential and Multisector Real Estate ETF position peaked at $3.03M in Q1 2022.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2023.

Based on Eagle Strategies's 13F filing for Q1 2023, filed 24 Apr 2023.