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
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

FPTW

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPG

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Mercer Global Advisors's REZ Position: Q1 2025 in Review

Mercer Global Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 2,740 shares — an estimated $222K sold.

Mercer Global Advisors first reported a position in REZ in Q2 2023 and held it in 4 quarters. The position peaked at $250K in Q4 2023. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

Mercer Global Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Mercer Global Advisors sold 2,740 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $222K.
Mercer Global Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and held it in 4 quarters.
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 Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.