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NWAM LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

NWAM LLC’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
-4,799
Closed -$345K – 535
2022
Q3 		$345K Sell
4,799
-1,179
-20% -$96.4K 0.03% 360
2022
Q2 		$481K Sell
5,978
-91
-1% -$7.91K 0.04% 307
2022
Q1 		$582K Buy
+6,069
New +$563K 0.04% 302

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NWAM LLC's REZ Position: Q4 2022 in Review

NWAM LLC sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2022, closing a stake of 4,799 shares — an estimated $345K sold.

NWAM LLC first reported a position in REZ in Q1 2022 and held it in 3 quarters. The position peaked at $582K in Q1 2022. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

  • NWAM LLC reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • NWAM LLC sold 4,799 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $345K.
  • NWAM LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and held it in 3 quarters.
  • NWAM LLC's iShares Residential and Multisector Real Estate ETF position peaked at $582K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on NWAM LLC's 13F filing for Q4 2022, filed 8 Feb 2023.