Financial Insights’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Financial Insights’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 Q4	–	Sell	-3,140	Closed	-$226K	–	151
2022 Q3	$226K	Sell	3,140 -188	-6%	-$15.4K	0.15%	112
2022 Q2	$266K	Hold	3,328	–	–	0.27%	69
2022 Q1	$319K	Sell	3,328 -454	-12%	-$42.1K	0.29%	58
2021 Q4	$372K	Sell	3,782 -685	-15%	-$63K	0.32%	55
2021 Q3	$382K	Buy	4,467 +544	+14%	+$48.2K	0.35%	52
2021 Q2	$3.27M	Sell	3,923 -290	-7%	-$23.2K	0.27%	58
2021 Q1	$312K	Buy	4,213 +188	+5%	+$13.3K	0.23%	60
2020 Q4	$273K	Sell	4,025 -189	-4%	-$12.4K	0.21%	63
2020 Q3	$257K	Sell	4,214 -4,411	-51%	-$271K	0.22%	61
2020 Q2	$373	Buy	8,625 +2,913	+51%	+$171K	0.33%	45
2020 Q1	$315K	Buy	5,712 +2,094	+58%	+$151K	0.33%	46
2019 Q4	$273K	Buy	+3,618	New	+$281K	0.24%	60

Other funds holding REZ

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

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

FPTW

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Insights's REZ Position: Q4 2022 in Review

Financial Insights sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2022, closing a stake of 3,140 shares — an estimated $226K sold.

Financial Insights first reported a position in REZ in Q4 2019 and held it in 12 quarters. The position peaked at $3.27M in Q2 2021. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

Financial Insights reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Financial Insights sold 3,140 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $226K.
Financial Insights first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and held it in 12 quarters.
Financial Insights's iShares Residential and Multisector Real Estate ETF position peaked at $3.27M in Q2 2021.
143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on Financial Insights's 13F filing for Q4 2022, filed 10 Feb 2023.