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Momentum Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Momentum Advisors’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
Q4 		$971K Sell
14,208
-572
-4% -$40.1K 0.98% 23
2022
Q3 		$1.06M Buy
14,780
+1,060
+8% +$86.7K 1.17% 21
2022
Q2 		$1.1M Buy
+13,720
New +$1.19M 1.23% 24

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Momentum Advisors's REZ Position: Q4 2022 in Review

Momentum Advisors reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 3.9% in Q4 2022, selling an estimated $40.1K and leaving 14,208 shares worth $971K. The position accounts for 0.98% of the portfolio, ranked #23.

Momentum Advisors first reported a position in REZ in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.1M in Q2 2022. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

  • Momentum Advisors held 14,208 shares of iShares Residential and Multisector Real Estate ETF worth $971K as of Q4 2022.
  • Momentum Advisors sold 572 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $40.1K.
  • iShares Residential and Multisector Real Estate ETF made up 0.98% of Momentum Advisors's portfolio in Q4 2022, its #23 holding.
  • Momentum Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $1.1M in Q2 2022.
  • 143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.