Financial Partners Group (Kansas)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Financial Partners Group (Kansas)’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 Q2	–	Sell	-6,762	Closed	-$649K	–	162
2022 Q1	$649K	Buy	6,762 +17	+0.3%	+$1.58K	0.14%	82
2021 Q4	$626K	Buy	6,745 +38	+0.6%	+$3.5K	0.14%	84
2021 Q3	$574K	Sell	6,707 -204	-3%	-$18.1K	0.14%	84
2021 Q2	$576K	Sell	6,911 -207	-3%	-$16.6K	0.15%	78
2021 Q1	$527K	Buy	7,118 +426	+6%	+$30.1K	0.15%	76
2020 Q4	$457K	Sell	6,692 -23	-0.3%	-$1.5K	0.14%	73
2020 Q3	$409K	Buy	6,715 +336	+5%	+$20.7K	0.14%	67
2020 Q2	$383K	Buy	6,379 +1,073	+20%	+$63K	0.15%	66
2020 Q1	$271K	Buy	5,306 +1,529	+40%	+$110K	0.17%	53
2019 Q4	$297K	Buy	+3,777	New	+$293K	0.12%	61

Other funds holding REZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 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

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

CAAS

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

Financial Partners Group (Kansas)'s REZ Position: Q2 2022 in Review

Financial Partners Group (Kansas) sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 6,762 shares — an estimated $649K sold.

Financial Partners Group (Kansas) first reported a position in REZ in Q4 2019 and held it in 10 quarters. The position peaked at $649K in Q1 2022. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

Financial Partners Group (Kansas) reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 6,762 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $649K.
Financial Partners Group (Kansas) first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and held it in 10 quarters.
Financial Partners Group (Kansas)'s iShares Residential and Multisector Real Estate ETF position peaked at $649K in Q1 2022.
148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2022, filed 12 Aug 2022.