New England Guild Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

New England Guild Wealth 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	–	Sell	-3,391	Closed	-$244K	–	69
2022 Q3	$244K	Buy	3,391 +600	+21%	+$49.1K	0.15%	63
2022 Q2	$223K	Buy	2,791 +15	+0.5%	+$1.3K	0.14%	67
2022 Q1	$266K	Buy	2,776 +8	+0.3%	+$742	0.14%	64
2021 Q4	$272K	Buy	2,768 +26	+0.9%	+$2.39K	0.14%	62
2021 Q3	$235K	Hold	2,742	–	–	0.12%	61
2021 Q2	$229K	Buy	2,742 +32	+1%	+$2.56K	0.12%	61
2021 Q1	$201K	Buy	+2,710	New	+$191K	0.11%	66
2020 Q2	–	Sell	-9,861	Closed	-$544K	–	57
2020 Q1	$544K	Buy	9,861 +743	+8%	+$53.5K	0.49%	36
2019 Q4	$687K	Buy	9,118 +2,635	+41%	+$204K	0.49%	33
2019 Q3	$515K	Buy	6,483 +1,300	+25%	+$100K	0.37%	36
2019 Q2	$378K	Buy	5,183 +483	+10%	+$34.6K	0.28%	41
2019 Q1	$332K	Hold	4,700	–	–	0.25%	44
2018 Q4	$293K	Hold	4,700	–	–	0.25%	44
2018 Q3	$296K	Hold	4,700	–	–	0.27%	43
2018 Q2	$296K	Hold	4,700	–	–	0.27%	43
2018 Q1	$271K	Hold	4,700	–	–	0.26%	43
2017 Q4	$293K	Buy	+4,700	New	+$298K	0.28%	42

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

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

New England Guild Wealth Advisors's REZ Position: Q4 2022 in Review

New England Guild Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2022, closing a stake of 3,391 shares — an estimated $244K sold.

New England Guild Wealth Advisors first reported a position in REZ in Q4 2017 and held it in 17 quarters. The position peaked at $687K in Q4 2019. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

New England Guild Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2022 after selling out during the quarter.
New England Guild Wealth Advisors sold 3,391 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $244K.
New England Guild Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 17 quarters.
New England Guild Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $687K in Q4 2019.
143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.