Financial Gravity Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-8	Closed	–	–	685
2020 Q1	$0	Sell	8 -597	-99%	-$43K	﹤0.01%	1306
2019 Q4	$76K	Sell	605 -7,303	-92%	-$566K	0.05%	443
2019 Q3	$628K	Sell	7,908 -5,653	-42%	-$435K	0.54%	41
2019 Q2	$989K	Sell	13,561 -5,607	-29%	-$401K	0.81%	31
2019 Q1	$1.35M	Buy	+19,168	New	+$1.3M	1.09%	23

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Financial Gravity Asset Management's REZ Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2020, closing a stake of 8 shares.

Financial Gravity Asset Management first reported a position in REZ in Q1 2019 and held it in 5 quarters. The position peaked at $1.35M in Q1 2019. 89 funds tracked by Wall St. Rank hold REZ as of Q2 2020.

Financial Gravity Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 8 iShares Residential and Multisector Real Estate ETF shares in Q2 2020.
Financial Gravity Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and held it in 5 quarters.
Financial Gravity Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.35M in Q1 2019.
89 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.