IEQ Capital’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

IEQ Capital’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 Q2	$1.05M	Buy	+11,043	New	+$993K	﹤0.01%	1078

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

IEQ Capital's REZ Position: Q2 2026 in Review

IEQ Capital opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 11,043 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

IEQ Capital held 11,043 shares of iShares Residential and Multisector Real Estate ETF worth $1.05M as of Q2 2026.
iShares Residential and Multisector Real Estate ETF was a new IEQ Capital position in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1078 holding.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.