Mercer Global Advisors
REZ icon

Mercer Global Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Mercer Global Advisors’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 		$219K Buy
+2,309
New +$208K ﹤0.01% 3151
2025
Q1 		– Sell
-2,740
Closed -$222K – 2238
2024
Q4 		$222K Buy
+2,740
New +$235K ﹤0.01% 1914
2024
Q1 		– Sell
-3,396
Closed -$250K – 2122
2023
Q4 		$250K Buy
3,396
+19
+0.6% +$1.28K ﹤0.01% 1724
2023
Q3 		$223K Buy
3,377
+582
+21% +$41.6K ﹤0.01% 1712
2023
Q2 		$205K Buy
+2,795
New +$200K ﹤0.01% 1735

Other funds holding REZ

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Mercer Global Advisors's REZ Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,309 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #3151 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in REZ as recently as Q4 2024.

Mercer Global Advisors first reported a position in REZ in Q2 2023 and has held it in 5 quarters since. The position peaked at $250K in Q4 2023. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Mercer Global Advisors held 2,309 shares of iShares Residential and Multisector Real Estate ETF worth $219K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Mercer Global Advisors position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3151 holding.
  • Mercer Global Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and has held it in 5 quarters since.
  • Mercer Global Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $250K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.