Laurel Wealth Advisors (California)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-50,985	Closed	-$3.66M	–	664
2022 Q3	$3.66M	Buy	50,985 +48,370	+1,850%	+$3.96M	0.39%	64
2022 Q2	$209K	Buy	2,615 +438	+20%	+$38.1K	0.02%	626
2022 Q1	$209K	Buy	+2,177	New	+$202K	0.02%	707
2020 Q4	–	Sell	-4,482	Closed	-$273K	–	432
2020 Q3	$273K	Buy	+4,482	New	+$275K	0.05%	319
2020 Q1	–	Sell	-3,058	Closed	-$230K	–	423
2019 Q4	$230K	Sell	3,058 -126	-4%	-$9.77K	0.04%	414
2019 Q3	$253K	Buy	3,184 +64	+2%	+$4.93K	0.04%	386
2019 Q2	$228K	Buy	+3,120	New	+$223K	0.05%	361

Other funds holding REZ

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

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

CAAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Laurel Wealth Advisors (California)'s REZ Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2022, closing a stake of 50,985 shares — an estimated $3.66M sold.

Laurel Wealth Advisors (California) first reported a position in REZ in Q2 2019 and held it in 7 quarters. The position peaked at $3.66M in Q3 2022. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

Laurel Wealth Advisors (California) reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 50,985 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $3.66M.
Laurel Wealth Advisors (California) first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and held it in 7 quarters.
Laurel Wealth Advisors (California)'s iShares Residential and Multisector Real Estate ETF position peaked at $3.66M in Q3 2022.
143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.