Heritage Wealth Management (Arizona)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$23.2K	Buy	340 +170	+100%	+$11.9K	﹤0.01%	640
2022 Q3	$12K	Hold	170	–	–	﹤0.01%	623
2022 Q2	$13.6K	Hold	170	–	–	﹤0.01%	616
2022 Q1	$16K	Buy	+170	New	+$15.8K	﹤0.01%	636

Other funds holding REZ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s REZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 100% in Q4 2022, buying an estimated $11.9K and bringing the position to 340 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Heritage Wealth Management (Arizona) first reported a position in REZ in Q1 2022 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 340 shares of iShares Residential and Multisector Real Estate ETF worth $23.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 170 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $11.9K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #640 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.