M Wealth Management LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

M Wealth Management LLC’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
2026 Q2	$1.59M	Buy	16,842 +2,347	+16%	+$211K	1.25%	16
2026 Q1	$1.21M	Buy	14,495 +184	+1%	+$15.8K	1.02%	18
2025 Q4	$1.18M	Buy	14,311 +402	+3%	+$33.7K	1.03%	18
2025 Q3	$1.18M	Buy	13,909 +237	+2%	+$19.7K	1.04%	18
2025 Q2	$1.13M	Buy	13,672 +173	+1%	+$14.3K	1.04%	18
2025 Q1	$1.17M	Sell	13,499 -587	-4%	-$49K	1.09%	16
2024 Q4	$1.14M	Buy	+14,086	New	+$1.21M	1.04%	16

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

ECM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

M Wealth Management LLC's REZ Position: Q2 2026 in Review

M Wealth Management LLC increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 16% in Q2 2026, buying an estimated $211K and bringing the position to 16,842 shares worth $1.59M. The position accounts for 1.25% of the portfolio, ranked #16.

M Wealth Management LLC first reported a position in REZ in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

M Wealth Management LLC held 16,842 shares of iShares Residential and Multisector Real Estate ETF worth $1.59M as of Q2 2026.
M Wealth Management LLC bought 2,347 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $211K.
iShares Residential and Multisector Real Estate ETF made up 1.25% of M Wealth Management LLC's portfolio in Q2 2026, its #16 holding.
M Wealth Management LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.