KJWM
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Kiley Juergens Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Kiley Juergens 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
2018
Q1 		– Sell
-29
Closed -$1K – 482
2017
Q4 		$1K Buy
+29
New +$1.84K ﹤0.01% 651

Other funds holding REZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiley Juergens Wealth Management's REZ Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2018, closing a stake of 29 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in REZ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 61 funds tracked by Wall St. Rank hold REZ as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 29 iShares Residential and Multisector Real Estate ETF shares in Q1 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q4 2017.
  • 61 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.