Freedom Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Freedom Investment Management’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
2023 Q4	–	Sell	-3,431	Closed	-$226K	–	780
2023 Q3	$226K	Sell	3,431 -564	-14%	-$40.3K	0.03%	586
2023 Q2	$293K	Buy	+3,995	New	+$285K	0.03%	550
2020 Q1	–	Sell	-5,225	Closed	-$394K	–	711
2019 Q4	$394K	Sell	5,225 -32,876	-86%	-$2.55M	0.03%	401
2019 Q3	$3.03M	Sell	38,101 -10,916	-22%	-$840K	0.26%	75
2019 Q2	$3.57M	Sell	49,017 -31,544	-39%	-$2.26M	0.3%	60
2019 Q1	$5.7M	Buy	+80,561	New	+$5.46M	0.46%	39

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPTW

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

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Freedom Investment Management's REZ Position: Q4 2023 in Review

Freedom Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 3,431 shares — an estimated $226K sold.

Freedom Investment Management first reported a position in REZ in Q1 2019 and held it in 6 quarters. The position peaked at $5.7M in Q1 2019. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

Freedom Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Freedom Investment Management sold 3,431 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $226K.
Freedom Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and held it in 6 quarters.
Freedom Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $5.7M in Q1 2019.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.