Focus Partners Wealth’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Focus Partners Wealth’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	$2.58M	Sell	27,231 -222	-0.8%	-$20K	﹤0.01%	1241
2026 Q1	$2.28M	Sell	27,453 -3,280	-11%	-$282K	﹤0.01%	1259
2025 Q4	$2.54M	Sell	30,733 -629	-2%	-$52.7K	﹤0.01%	1223
2025 Q3	$2.66M	Sell	31,362 -560	-2%	-$46.6K	﹤0.01%	931
2025 Q2	$2.63M	Buy	31,922 +397	+1%	+$32.7K	0.01%	834
2025 Q1	$2.72M	Sell	31,525 -234	-0.7%	-$19.5K	0.01%	772
2024 Q4	$2.57M	Buy	31,759 +8,869	+39%	+$760K	0.01%	784
2024 Q3	$2.03M	Sell	22,890 -29,890	-57%	-$2.5M	0.01%	768
2024 Q2	$4.11M	Buy	52,780 +26,062	+98%	+$1.9M	0.01%	529
2024 Q1	$1.93M	Buy	26,718 +10,077	+61%	+$711K	0.02%	492
2023 Q4	$1.22M	Buy	+16,641	New	+$1.12M	0.02%	421

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 Partners Wealth's REZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.81% in Q2 2026, selling an estimated $20K and leaving 27,231 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Focus Partners Wealth first reported a position in REZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.11M in Q2 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Focus Partners Wealth held 27,231 shares of iShares Residential and Multisector Real Estate ETF worth $2.58M as of Q2 2026.
Focus Partners Wealth sold 222 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $20K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1241 holding.
Focus Partners Wealth first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares Residential and Multisector Real Estate ETF position peaked at $4.11M in Q2 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.