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Key Financial Inc’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Key Financial Inc’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
2025
Q2 		– Sell
-167
Closed -$14.4K – 1469
2025
Q1 		$14.4K Buy
+167
New +$13.9K ﹤0.01% 738

Other funds holding REZ

Morgan Stanley
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Key Financial Inc's REZ Position: Q2 2025 in Review

Key Financial Inc sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 167 shares — an estimated $14.4K sold.

Key Financial Inc first reported a position in REZ in Q1 2025 and held it in 1 quarter. The position peaked at $14.4K in Q1 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Key Financial Inc reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 167 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $14.4K.
  • Key Financial Inc first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Key Financial Inc's iShares Residential and Multisector Real Estate ETF position peaked at $14.4K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.