Focus Partners Wealth
REZ icon

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
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

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ECM
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VanEck Associates
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return