EWM
REZ icon

Executive Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-76
Closed -$6K – 629
2019
Q2 		$6K Buy
76
+1
+1% +$72 ﹤0.01% 692
2019
Q1 		$5K Hold
75
– – ﹤0.01% 655
2018
Q4 		$5K Buy
+75
New +$4.77K ﹤0.01% 680

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's REZ Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2019, closing a stake of 76 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in REZ in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 99 funds tracked by Wall St. Rank hold REZ as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 76 iShares Residential and Multisector Real Estate ETF shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $6K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.