Menora Mivtachim Holdings’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Menora Mivtachim Holdings’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	$805K	Hold	8,500	–	–	﹤0.01%	141
2026 Q1	$707K	Hold	8,500	–	–	﹤0.01%	132
2025 Q4	$702K	Hold	8,500	–	–	﹤0.01%	113
2025 Q3	$722K	Hold	8,500	–	–	﹤0.01%	113
2025 Q2	$700K	Hold	8,500	–	–	﹤0.01%	112
2025 Q1	$735K	Sell	8,500 -1,265,724	-99%	-$106M	﹤0.01%	107
2024 Q4	$103M	Sell	1,274,224 -1,303,861	-51%	-$112M	0.65%	48
2024 Q3	$229M	Buy	2,578,085 +2,573,085	+51,462%	+$215M	1.44%	25
2024 Q2	$385K	Hold	5,000	–	–	﹤0.01%	88
2024 Q1	$360K	Hold	5,000	–	–	﹤0.01%	83
2023 Q4	$368K	Hold	5,000	–	–	﹤0.01%	89
2023 Q3	$330K	Hold	5,000	–	–	﹤0.01%	88
2023 Q2	$366K	Sell	5,000 -2,000	-29%	-$143K	﹤0.01%	87
2023 Q1	$494K	Buy	+7,000	New	+$505K	0.01%	86

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

Menora Mivtachim Holdings's REZ Position: Q2 2026 in Review

Menora Mivtachim Holdings held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 8,500 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Menora Mivtachim Holdings first reported a position in REZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $229M in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Menora Mivtachim Holdings held 8,500 shares of iShares Residential and Multisector Real Estate ETF worth $805K as of Q2 2026.
Menora Mivtachim Holdings left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #141 holding.
Menora Mivtachim Holdings first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
Menora Mivtachim Holdings's iShares Residential and Multisector Real Estate ETF position peaked at $229M in Q3 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.