Money Concepts Capital’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-324	Closed	-$22.2K	–	2360
2022 Q4	$22.2K	Buy	+324	New	+$22.7K	﹤0.01%	1627
2022 Q2	–	Sell	-383	Closed	-$37K	–	2385
2022 Q1	$37K	Buy	+383	New	+$35.5K	﹤0.01%	1348
2021 Q1	$2K	Sell	22 -14	-39%	-$989	﹤0.01%	695
2020 Q4	$2K	Buy	+36	New	+$2.35K	﹤0.01%	642

Other funds holding REZ

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Money Concepts Capital's REZ Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2023, closing a stake of 324 shares — an estimated $22.2K sold.

Money Concepts Capital first reported a position in REZ in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q1 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2023.

Money Concepts Capital reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 324 iShares Residential and Multisector Real Estate ETF shares in Q1 2023, an estimated $22.2K.
Money Concepts Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 4 quarters.
Money Concepts Capital's iShares Residential and Multisector Real Estate ETF position peaked at $37K in Q1 2022.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.