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 Q2	$1.4M	Sell	14,763 -12,376	-46%	-$1.11M	0.61%	32
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

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

ECM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Mission Hills Financial Advisory's REZ Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 46% in Q2 2026, selling an estimated $1.11M and leaving 14,763 shares worth $1.4M. The position accounts for 0.61% of the portfolio, ranked #32.

Mission Hills Financial Advisory first reported a position in REZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q1 2025. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Mission Hills Financial Advisory held 14,763 shares of iShares Residential and Multisector Real Estate ETF worth $1.4M as of Q2 2026.
Mission Hills Financial Advisory sold 12,376 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.11M.
iShares Residential and Multisector Real Estate ETF made up 0.61% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #32 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 8 quarters since.
Mission Hills Financial Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $2.28M in Q1 2025.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.