M Holdings Securities’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

M Holdings Securities’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
2025 Q2	–	Sell	-111,073	Closed	-$9.6M	–	200
2025 Q1	$9.6M	Buy	111,073 +3,906	+4%	+$326K	1.6%	13
2024 Q4	$8.68M	Buy	+107,167	New	+$9.18M	1.4%	17
2024 Q2	–	Sell	-97,490	Closed	-$7.03M	–	339
2024 Q1	$7.03M	Buy	97,490 +6,197	+7%	+$437K	1.18%	18
2023 Q4	$6.71M	Buy	91,293 +1,460	+2%	+$98.1K	0.76%	26
2023 Q3	$5.92M	Buy	89,833 +86,669	+2,739%	+$6.19M	0.78%	29
2023 Q2	$232K	Sell	3,164 -8,911	-74%	-$636K	0.05%	175
2023 Q1	$853K	Buy	12,075 +8,760	+264%	+$632K	0.09%	178
2022 Q4	$227K	Buy	+3,315	New	+$232K	0.02%	396

Other funds holding REZ

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

CPG

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

M Holdings Securities's REZ Position: Q2 2025 in Review

M Holdings Securities sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 111,073 shares — an estimated $9.6M sold.

M Holdings Securities first reported a position in REZ in Q4 2022 and held it in 8 quarters. The position peaked at $9.6M in Q1 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

M Holdings Securities reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
M Holdings Securities sold 111,073 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $9.6M.
M Holdings Securities first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 8 quarters.
M Holdings Securities's iShares Residential and Multisector Real Estate ETF position peaked at $9.6M in Q1 2025.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.