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

Focus Financial Network’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
2026 Q2	$224K	Sell	2,371 -756	-24%	-$68K	0.01%	704
2026 Q1	$260K	Sell	3,127 -182	-6%	-$15.6K	0.01%	629
2025 Q4	$273K	Sell	3,309 -87	-3%	-$7.29K	0.01%	619
2025 Q3	$289K	Buy	+3,396	New	+$283K	0.01%	613
2020 Q1	–	Sell	-5,984	Closed	-$451K	–	411
2019 Q4	$451K	Buy	5,984 +1,437	+32%	+$111K	0.06%	260
2019 Q3	$361K	Buy	+4,547	New	+$350K	0.05%	263

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Focus Financial Network's REZ Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 24% in Q2 2026, selling an estimated $68K and leaving 2,371 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #704.

Focus Financial Network first reported a position in REZ in Q3 2019 and has held it in 6 quarters since. The position peaked at $451K in Q4 2019. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Focus Financial Network held 2,371 shares of iShares Residential and Multisector Real Estate ETF worth $224K as of Q2 2026.
Focus Financial Network sold 756 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $68K.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #704 holding.
Focus Financial Network first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and has held it in 6 quarters since.
Focus Financial Network's iShares Residential and Multisector Real Estate ETF position peaked at $451K in Q4 2019.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.