EP Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,490	Closed	-$110K	–	863
2023 Q4	$110K	Buy	+1,490	New	+$110K	﹤0.01%	783
2023 Q2	–	Sell	-400,000	Closed	–	–	713
2023 Q1	$0	Buy	400,000 +396,011	+9,928%	–	﹤0.01%	691
2022 Q4	$273K	Buy	+3,989	New	+$273K	﹤0.01%	485