Meitav Investment House’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-7,143	Closed	-$525K	–	331
2023 Q4	$525K	Hold	7,143	–	–	0.01%	242
2023 Q3	$475K	Hold	7,143	–	–	0.01%	258
2023 Q2	$523K	Hold	7,143	–	–	0.01%	273
2023 Q1	$521K	Hold	7,143	–	–	0.01%	284
2022 Q4	$488K	Hold	7,143	–	–	0.01%	296
2022 Q3	$510K	Hold	7,143	–	–	0.01%	291
2022 Q2	$571K	Hold	7,143	–	–	0.01%	269
2022 Q1	$685K	Hold	7,143	–	–	0.01%	289
2021 Q4	$702K	Hold	7,143	–	–	0.01%	283
2021 Q3	$611K	Buy	+7,143	New	+$633K	0.01%	292

Other funds holding REZ

FPTW

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

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

Meitav Investment House's REZ Position: Q1 2024 in Review

Meitav Investment House sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 7,143 shares — an estimated $525K sold.

Meitav Investment House first reported a position in REZ in Q3 2021 and held it in 10 quarters. The position peaked at $702K in Q4 2021. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

Meitav Investment House reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 7,143 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $525K.
Meitav Investment House first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 10 quarters.
Meitav Investment House's iShares Residential and Multisector Real Estate ETF position peaked at $702K in Q4 2021.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.