KIG
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Kowal Investment Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Kowal Investment Group’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
2021
Q3 		– Sell
-3,382
Closed -$282K – 995
2021
Q2 		$282K Buy
+3,382
New +$271K 0.1% 75

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Bank of America
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Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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Royal Bank of Canada
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

Kowal Investment Group's REZ Position: Q3 2021 in Review

Kowal Investment Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2021, closing a stake of 3,382 shares — an estimated $282K sold.

Kowal Investment Group first reported a position in REZ in Q2 2021 and held it in 1 quarter. The position peaked at $282K in Q2 2021. 134 funds tracked by Wall St. Rank hold REZ as of Q3 2021.

  • Kowal Investment Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Kowal Investment Group sold 3,382 iShares Residential and Multisector Real Estate ETF shares in Q3 2021, an estimated $282K.
  • Kowal Investment Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Residential and Multisector Real Estate ETF position peaked at $282K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2021.

Based on Kowal Investment Group's 13F filing for Q3 2021, filed 12 Nov 2021.