Laffer Tengler Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Laffer Tengler Investments’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
2022 Q2	–	Sell	-4,533	Closed	-$435K	–	423
2022 Q1	$435K	Buy	4,533 +2,664	+143%	+$247K	0.13%	139
2021 Q4	$184K	Buy	1,869 +215	+13%	+$19.8K	0.05%	208
2021 Q3	$142K	Buy	1,654 +616	+59%	+$54.6K	0.04%	244
2021 Q2	$86.5K	Buy	+1,038	New	+$83.2K	0.03%	207

Other funds holding REZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FPTW

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAAS

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

Laffer Tengler Investments's REZ Position: Q2 2022 in Review

Laffer Tengler Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 4,533 shares — an estimated $435K sold.

Laffer Tengler Investments first reported a position in REZ in Q2 2021 and held it in 4 quarters. The position peaked at $435K in Q1 2022. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

Laffer Tengler Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Laffer Tengler Investments sold 4,533 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $435K.
Laffer Tengler Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 4 quarters.
Laffer Tengler Investments's iShares Residential and Multisector Real Estate ETF position peaked at $435K in Q1 2022.
148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Laffer Tengler Investments's 13F filing for Q2 2022, filed 15 Aug 2022.