Migdal Insurance & Financial Holdings’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-524	Closed	-$51K	–	677
2021 Q4	$51K	Buy	+524	New	+$48.2K	﹤0.01%	454
2018 Q1	–	Sell	-299,069	Closed	-$18.6M	–	759
2017 Q4	$18.6M	Buy	299,069 +2,250	+0.8%	+$143K	0.46%	53
2017 Q3	$18.9M	Sell	296,819 -428,646	-59%	-$27.7M	0.45%	59
2017 Q2	$47.2M	Buy	725,465 +15	+0%	+$972	1.07%	22
2017 Q1	$45.8M	Buy	725,450 +399,675	+123%	+$24.9M	1.1%	26
2016 Q4	$20.2M	Buy	+325,775	New	+$19.9M	0.51%	41

Other funds holding REZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's REZ Position: Q1 2022 in Review

Migdal Insurance & Financial Holdings sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2022, closing a stake of 524 shares — an estimated $51K sold.

Migdal Insurance & Financial Holdings first reported a position in REZ in Q4 2016 and held it in 6 quarters. The position peaked at $47.2M in Q2 2017. 175 funds tracked by Wall St. Rank hold REZ as of Q1 2022.

Migdal Insurance & Financial Holdings reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 524 iShares Residential and Multisector Real Estate ETF shares in Q1 2022, an estimated $51K.
Migdal Insurance & Financial Holdings first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2016 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's iShares Residential and Multisector Real Estate ETF position peaked at $47.2M in Q2 2017.
175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2022, filed 2 May 2022.