Global Wealth Management Investment Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q3	–	Sell	-41	Closed	-$3K	–	393
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	392
2022 Q1	$4K	Buy	+41	New	+$3.8K	﹤0.01%	379
2021 Q3	–	Sell	-80	Closed	-$7K	–	485
2021 Q2	$7K	Hold	80	–	–	﹤0.01%	322
2021 Q1	$6K	Hold	80	–	–	﹤0.01%	346
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	336
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	335
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	432
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	441
2019 Q4	$6K	Buy	+80	New	+$6.21K	﹤0.01%	419

Other funds holding REZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CAAS

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's REZ Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 41 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in REZ in Q4 2019 and held it in 9 quarters. The position peaked at $7K in Q2 2021. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 41 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and held it in 9 quarters.
Global Wealth Management Investment Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $7K in Q2 2021.
138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.