Federation des caisses Desjardins du Quebec’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Federation des caisses Desjardins du Quebec’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
2021 Q1	–	Sell	-75	Closed	-$5.09K	–	2513
2020 Q4	$5.09K	Hold	75	–	–	﹤0.01%	2069
2020 Q3	$4.57K	Buy	+75	New	+$4.61K	﹤0.01%	1873
2018 Q3	–	Sell	-100	Closed	-$6.3K	–	2183
2018 Q2	$6.3K	Hold	100	–	–	﹤0.01%	1858
2018 Q1	$5.76K	Hold	100	–	–	﹤0.01%	1836
2017 Q4	$6.22K	Hold	100	–	–	﹤0.01%	1824
2017 Q3	$6.36K	Hold	100	–	–	﹤0.01%	1786
2017 Q2	$6.51K	Buy	+100	New	+$6.48K	﹤0.01%	1838

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

CAAS

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's REZ Position: Q1 2021 in Review

Federation des caisses Desjardins du Quebec sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2021, closing a stake of 75 shares — an estimated $5.09K sold.

Federation des caisses Desjardins du Quebec first reported a position in REZ in Q2 2017 and held it in 7 quarters. The position peaked at $6.51K in Q2 2017. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2021.

Federation des caisses Desjardins du Quebec reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 75 iShares Residential and Multisector Real Estate ETF shares in Q1 2021, an estimated $5.09K.
Federation des caisses Desjardins du Quebec first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2017 and held it in 7 quarters.
Federation des caisses Desjardins du Quebec's iShares Residential and Multisector Real Estate ETF position peaked at $6.51K in Q2 2017.
94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2021.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2021, filed 30 Aug 2024.