KFG Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

KFG Wealth 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
2025 Q3	–	Sell	-18,695	Closed	-$1.54M	–	210
2025 Q2	$1.54M	Sell	18,695 -4,601	-20%	-$379K	0.25%	57
2025 Q1	$2.01M	Sell	23,296 -10,212	-30%	-$852K	0.37%	46
2024 Q4	$2.71M	Sell	33,508 -6,755	-17%	-$579K	0.51%	36
2024 Q3	$3.58M	Buy	+40,263	New	+$3.37M	0.78%	29

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

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

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

AWM

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

ECM

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

CPG

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

KFG Wealth Management's REZ Position: Q3 2025 in Review

KFG Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 18,695 shares — an estimated $1.54M sold.

KFG Wealth Management first reported a position in REZ in Q3 2024 and held it in 4 quarters. The position peaked at $3.58M in Q3 2024. 161 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

KFG Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
KFG Wealth Management sold 18,695 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $1.54M.
KFG Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and held it in 4 quarters.
KFG Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $3.58M in Q3 2024.
161 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on KFG Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.