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Guidance Point Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Guidance Point Advisors’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
2021
Q4 		– Sell
-5
Closed – – 331
2021
Q3 		$0 Buy
+5
New +$443 ﹤0.01% 430

Other funds holding REZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Guidance Point Advisors's REZ Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2021, closing a stake of 5 shares.

Guidance Point Advisors first reported a position in REZ in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 156 funds tracked by Wall St. Rank hold REZ as of Q4 2021.

  • Guidance Point Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 5 iShares Residential and Multisector Real Estate ETF shares in Q4 2021.
  • Guidance Point Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $0 in Q3 2021.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.