IAIM
REZ icon

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

International Assets 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
2024
Q3 		– Sell
-15
Closed -$1.16K – 2467
2024
Q2 		$1.16K Buy
+15
New +$1.09K ﹤0.01% 2081

Other funds holding REZ

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

International Assets Investment Management's REZ Position: Q3 2024 in Review

International Assets Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2024, closing a stake of 15 shares — an estimated $1.16K sold.

International Assets Investment Management first reported a position in REZ in Q2 2024 and held it in 1 quarter. The position peaked at $1.16K in Q2 2024. 153 funds tracked by Wall St. Rank hold REZ as of Q3 2024.

  • International Assets Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 15 iShares Residential and Multisector Real Estate ETF shares in Q3 2024, an estimated $1.16K.
  • International Assets Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.16K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.