Marshall Wace
REZ icon

Marshall Wace’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Marshall Wace’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
-7,919
Closed -$684K – 3097
2025
Q1 		$684K Buy
+7,919
New +$661K ﹤0.01% 1938
2022
Q4 		– Sell
-13,043
Closed -$938K – 3413
2022
Q3 		$938K Sell
13,043
-12,636
-49% -$1.03M ﹤0.01% 2442
2022
Q2 		$2.06M Buy
25,679
+20,771
+423% +$1.81M ﹤0.01% 1968
2022
Q1 		$471K Buy
+4,908
New +$455K ﹤0.01% 2803
2021
Q4 		– Sell
-3,358
Closed -$287K – 4286
2021
Q3 		$287K Buy
+3,358
New +$297K ﹤0.01% 2669

Other funds holding REZ

Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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 $4.61B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return