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

Evolution 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 Q2	–	Sell	-39,606	Closed	-$3.8M	–	127
2022 Q1	$3.8M	Buy	39,606 +1,478	+4%	+$137K	0.78%	28
2021 Q4	$3.75K	Buy	38,128 +2,658	+7%	+$244K	0.57%	31
2021 Q3	$3.04M	Buy	35,470 +1,300	+4%	+$115K	0.65%	28
2021 Q2	$2.85M	Buy	+34,170	New	+$2.74M	0.58%	36

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 $374B AUM 17.66% 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 $1.24B AUM 15.23% 1-Year Est. Return

CAAS

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

Evolution Wealth Advisors's REZ Position: Q2 2022 in Review

Evolution Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 39,606 shares — an estimated $3.8M sold.

Evolution Wealth Advisors first reported a position in REZ in Q2 2021 and held it in 4 quarters. The position peaked at $3.8M in Q1 2022. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

Evolution Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 39,606 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $3.8M.
Evolution Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 4 quarters.
Evolution Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $3.8M in Q1 2022.
148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Evolution Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.