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REZ icon

Monetary Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Monetary Solutions’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 		$29.8K Hold
315
– – 0.03% 145
2026
Q1 		$26.2K Hold
315
– – 0.03% 149
2025
Q4 		$26K Buy
+315
New +$26.4K 0.03% 146

Other funds holding REZ

Morgan Stanley
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
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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return

Monetary Solutions's REZ Position: Q2 2026 in Review

Monetary Solutions held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 315 shares worth $29.8K. The position accounts for 0.03% of the portfolio, ranked #145.

Monetary Solutions first reported a position in REZ in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Monetary Solutions held 315 shares of iShares Residential and Multisector Real Estate ETF worth $29.8K as of Q2 2026.
  • Monetary Solutions left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.03% of Monetary Solutions's portfolio in Q2 2026, its #145 holding.
  • Monetary Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.