LGT Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

LGT Financial Advisors’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
2023 Q4	–	Sell	-544	Closed	-$35.9K	–	962
2023 Q3	$35.9K	Hold	544	–	–	0.05%	253
2023 Q2	$39.9K	Buy	+544	New	+$38.9K	0.04%	171
2023 Q1	–	Sell	-544	Closed	-$37.2K	–	170
2022 Q4	$37.2K	Buy	+544	New	+$38.1K	0.04%	143

Other funds holding REZ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

LGT Financial Advisors's REZ Position: Q4 2023 in Review

LGT Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 544 shares — an estimated $35.9K sold.

LGT Financial Advisors first reported a position in REZ in Q4 2022 and held it in 3 quarters. The position peaked at $39.9K in Q2 2023. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

LGT Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 544 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $35.9K.
LGT Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 3 quarters.
LGT Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $39.9K in Q2 2023.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.