Financial Advocates Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Financial Advocates Investment 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
2024 Q4	–	Sell	-10,871	Closed	-$966K	–	804
2024 Q3	$966K	Buy	+10,871	New	+$910K	0.05%	313
2018 Q1	–	Sell	-4,560	Closed	-$284K	–	526
2017 Q4	$284K	Buy	+4,560	New	+$290K	0.04%	370

Other funds holding REZ

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FPTW

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's REZ Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2024, closing a stake of 10,871 shares — an estimated $966K sold.

Financial Advocates Investment Management first reported a position in REZ in Q4 2017 and held it in 2 quarters. The position peaked at $966K in Q3 2024. 175 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

Financial Advocates Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 10,871 iShares Residential and Multisector Real Estate ETF shares in Q4 2024, an estimated $966K.
Financial Advocates Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 2 quarters.
Financial Advocates Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $966K in Q3 2024.
175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.