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First Horizon Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

First Horizon Advisors’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
Q2 		– Sell
-50
Closed -$3.6K – 2361
2024
Q1 		$3.6K Hold
50
– – ﹤0.01% 1887
2023
Q4 		$3.68K Hold
50
– – ﹤0.01% 1869
2023
Q3 		$3.3K Hold
50
– – ﹤0.01% 1866
2023
Q2 		$3.66K Buy
+50
New +$3.57K ﹤0.01% 1890

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Horizon Advisors's REZ Position: Q2 2024 in Review

First Horizon Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2024, closing a stake of 50 shares — an estimated $3.6K sold.

First Horizon Advisors first reported a position in REZ in Q2 2023 and held it in 4 quarters. The position peaked at $3.68K in Q4 2023. 134 funds tracked by Wall St. Rank hold REZ as of Q2 2024.

  • First Horizon Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • First Horizon Advisors sold 50 iShares Residential and Multisector Real Estate ETF shares in Q2 2024, an estimated $3.6K.
  • First Horizon Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and held it in 4 quarters.
  • First Horizon Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $3.68K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2024.

Based on First Horizon Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.