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	–	3084
2025 Q1	$684K	Buy	+7,919	New	+$661K	﹤0.01%	1938
2022 Q4	–	Sell	-13,043	Closed	-$938K	–	3341
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	–	4220
2021 Q3	$287K	Buy	+3,358	New	+$297K	﹤0.01%	2669

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $787M AUM 18.52% 1-Year Est. Return

CPG

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

ECM

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marshall Wace's REZ Position: Q2 2025 in Review

Marshall Wace sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 7,919 shares — an estimated $684K sold.

Marshall Wace first reported a position in REZ in Q3 2021 and held it in 5 quarters. The position peaked at $2.06M in Q2 2022. 160 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

Marshall Wace reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Marshall Wace sold 7,919 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $684K.
Marshall Wace first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 5 quarters.
Marshall Wace's iShares Residential and Multisector Real Estate ETF position peaked at $2.06M in Q2 2022.
160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.