MWM
REZ icon

Mosley Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Mosley Wealth Management’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 		$21.1K Sell
223
-113
-34% -$10.2K 0.01% 319
2026
Q1 		$28.6K Buy
+336
New +$28.9K 0.01% 231

Other funds holding REZ

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
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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mosley Wealth Management's REZ Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 34% in Q2 2026, selling an estimated $10.2K and leaving 223 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #319.

Mosley Wealth Management first reported a position in REZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.6K in Q1 2026. 98 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Mosley Wealth Management held 223 shares of iShares Residential and Multisector Real Estate ETF worth $21.1K as of Q2 2026.
  • Mosley Wealth Management sold 113 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Mosley Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $28.6K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.