MWM
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Merriman Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Merriman Wealth Management’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
Q4 		$700K Sell
8,643
-341
-4% -$29.2K 0.03% 104
2024
Q3 		$798K Buy
+8,984
New +$752K 0.03% 113

Other funds holding REZ

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Merriman Wealth Management's REZ Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 3.8% in Q4 2024, selling an estimated $29.2K and leaving 8,643 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #104.

Merriman Wealth Management first reported a position in REZ in Q3 2024 and has held it in 2 quarters since. The position peaked at $798K in Q3 2024. 176 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

  • Merriman Wealth Management held 8,643 shares of iShares Residential and Multisector Real Estate ETF worth $700K as of Q4 2024.
  • Merriman Wealth Management sold 341 iShares Residential and Multisector Real Estate ETF shares in Q4 2024, an estimated $29.2K.
  • iShares Residential and Multisector Real Estate ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #104 holding.
  • Merriman Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and has held it in 2 quarters since.
  • Merriman Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $798K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.