MGO One Seven’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

MGO One Seven’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 Q2	–	Sell	-3,119	Closed	-$270K	–	1254
2025 Q1	$270K	Sell	3,119 -1,053	-25%	-$87.9K	0.01%	861
2024 Q4	$338K	Hold	4,172	–	–	0.01%	790
2024 Q3	$371K	Hold	4,172	–	–	0.02%	689
2024 Q2	$321K	Hold	4,172	–	–	0.02%	738
2024 Q1	$301K	Hold	4,172	–	–	0.02%	722
2023 Q4	$307K	Sell	4,172 -989	-19%	-$66.5K	0.02%	699
2023 Q3	$340K	Hold	5,161	–	–	0.03%	568
2023 Q2	$378K	Hold	5,161	–	–	0.03%	512
2023 Q1	$364K	Hold	5,161	–	–	0.02%	592
2022 Q4	$353K	Sell	5,161 -5,171	-50%	-$362K	0.04%	501
2022 Q3	$658	Buy	+10,332	New	+$845K	0.03%	327

Other funds holding REZ

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

FPTW

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

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

AWM

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

TFA

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

CPG

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MGO One Seven's REZ Position: Q2 2025 in Review

MGO One Seven sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 3,119 shares — an estimated $270K sold.

MGO One Seven first reported a position in REZ in Q3 2022 and held it in 11 quarters. The position peaked at $378K in Q2 2023. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

MGO One Seven reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
MGO One Seven sold 3,119 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $270K.
MGO One Seven first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and held it in 11 quarters.
MGO One Seven's iShares Residential and Multisector Real Estate ETF position peaked at $378K in Q2 2023.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on MGO One Seven's 13F filing for Q2 2025, filed 25 Jul 2025.