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

EverSource Wealth Advisors’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
Q1 		– Sell
-6
Closed -$1K – 1819
2021
Q4 		$1K Buy
+6
New +$552 ﹤0.01% 1720

Other funds holding REZ

AssetMark Inc
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

EverSource Wealth Advisors's REZ Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

EverSource Wealth Advisors first reported a position in REZ in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 175 funds tracked by Wall St. Rank hold REZ as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 iShares Residential and Multisector Real Estate ETF shares in Q1 2022, an estimated $1K.
  • EverSource Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.