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MidWestOne Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

MidWestOne Financial Group’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
2022
Q2 		– Sell
-2,125
Closed -$204K – 235
2022
Q1 		$204K Hold
2,125
– – 0.04% 234
2021
Q4 		$209K Buy
+2,125
New +$195K 0.04% 234

Other funds holding REZ

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

MidWestOne Financial Group's REZ Position: Q2 2022 in Review

MidWestOne Financial Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 2,125 shares — an estimated $204K sold.

MidWestOne Financial Group first reported a position in REZ in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

  • MidWestOne Financial Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • MidWestOne Financial Group sold 2,125 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $204K.
  • MidWestOne Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • MidWestOne Financial Group's iShares Residential and Multisector Real Estate ETF position peaked at $209K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on MidWestOne Financial Group's 13F filing for Q2 2022, filed 16 Aug 2022.