Ironsides Asset Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ironsides Asset 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
2020 Q3	–	Sell	-3,785	Closed	-$227K	–	80
2020 Q2	$227K	Sell	3,785 -5,505	-59%	-$323K	0.07%	72
2020 Q1	$513K	Sell	9,290 -14,875	-62%	-$1.07M	0.31%	45
2019 Q4	$1.82M	Sell	24,165 -6,395	-21%	-$496K	0.57%	26
2019 Q3	$2.43M	Buy	+30,560	New	+$2.35M	0.81%	18

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAAS

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

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

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Ironsides Asset Advisors's REZ Position: Q3 2020 in Review

Ironsides Asset Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2020, closing a stake of 3,785 shares — an estimated $227K sold.

Ironsides Asset Advisors first reported a position in REZ in Q3 2019 and held it in 4 quarters. The position peaked at $2.43M in Q3 2019. 86 funds tracked by Wall St. Rank hold REZ as of Q3 2020.

Ironsides Asset Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Ironsides Asset Advisors sold 3,785 iShares Residential and Multisector Real Estate ETF shares in Q3 2020, an estimated $227K.
Ironsides Asset Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 4 quarters.
Ironsides Asset Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2.43M in Q3 2019.
86 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2020.

Based on Ironsides Asset Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.