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

NewEdge 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
2025 Q2	–	Sell	-40	Closed	-$3.46K	–	4130
2025 Q1	$3.46K	Hold	40	–	–	﹤0.01%	3399
2024 Q4	$3.24K	Hold	40	–	–	﹤0.01%	3348
2024 Q3	$3.55K	Hold	40	–	–	﹤0.01%	3264
2024 Q2	$3.08K	Hold	40	–	–	﹤0.01%	3240
2024 Q1	$2.88K	Sell	40 -1,788	-98%	-$126K	﹤0.01%	3294
2023 Q4	$134K	Sell	1,828 -3,239	-64%	-$218K	﹤0.01%	1850
2023 Q3	$334K	Sell	5,067 -15,633	-76%	-$1.12M	﹤0.01%	1372
2023 Q2	$1.52M	Sell	20,700 -1,659	-7%	-$118K	0.02%	690
2023 Q1	$1.58M	Sell	22,359 -917	-4%	-$66.1K	0.02%	607
2022 Q4	$1.59K	Buy	+23,276	New	+$1.63M	﹤0.01%	2898
2017 Q3	–	Sell	-100	Closed	-$6.33K	–	955
2017 Q2	$6.33K	Buy	+100	New	+$6.48K	﹤0.01%	1093

Other funds holding REZ

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's REZ Position: Q2 2025 in Review

NewEdge Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 40 shares — an estimated $3.46K sold.

NewEdge Advisors first reported a position in REZ in Q2 2017 and held it in 11 quarters. The position peaked at $1.58M in Q1 2023. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

NewEdge Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 40 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $3.46K.
NewEdge Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2017 and held it in 11 quarters.
NewEdge Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $1.58M in Q1 2023.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.