Mission Hills Financial Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Mission Hills Financial Advisory’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
2026 Q1	$2.26M	Buy	27,139 +502	+2%	+$43.1K	1.16%	19
2025 Q4	$2.2M	Buy	26,637 +1,085	+4%	+$91K	1.16%	19
2025 Q3	$2.17M	Buy	25,552 +102	+0.4%	+$8.49K	1.15%	20
2025 Q2	$2.1M	Sell	25,450 -918	-3%	-$75.7K	1.3%	20
2025 Q1	$2.28M	Sell	26,368 -587	-2%	-$49K	1.58%	20
2024 Q4	$2.18M	Buy	26,955 +3,594	+15%	+$308K	1.69%	18
2024 Q3	$2.02M	Buy	+23,361	New	+$1.95M	1.72%	19

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

CPG

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

Mission Hills Financial Advisory's REZ Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 1.9% in Q1 2026, buying an estimated $43.1K and bringing the position to 27,139 shares worth $2.26M. The position accounts for 1.16% of the portfolio, ranked #19.

Mission Hills Financial Advisory first reported a position in REZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q1 2025. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Mission Hills Financial Advisory held 27,139 shares of iShares Residential and Multisector Real Estate ETF worth $2.26M as of Q1 2026.
Mission Hills Financial Advisory bought 502 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $43.1K.
iShares Residential and Multisector Real Estate ETF made up 1.16% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #19 holding.
Mission Hills Financial Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
Mission Hills Financial Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $2.28M in Q1 2025.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.