LWM
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Liberty Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Liberty 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
2020
Q2 		– Sell
-60
Closed -$3K – 959
2020
Q1 		$3K Buy
+60
New +$4.32K ﹤0.01% 690

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Liberty Wealth Management's REZ Position: Q2 2020 in Review

Liberty Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2020, closing a stake of 60 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in REZ in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 89 funds tracked by Wall St. Rank hold REZ as of Q2 2020.

  • Liberty Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 60 iShares Residential and Multisector Real Estate ETF shares in Q2 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $3K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.