PSF
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Pacific Sun Financial’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Pacific Sun Financial’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 		$2.15M Sell
22,710
-10
-0% -$899 0.89% 23
2026
Q1 		$1.89M Sell
22,720
-175
-0.8% -$15K 0.92% 26
2025
Q4 		$1.89M Sell
22,895
-995
-4% -$83.4K 0.91% 25
2025
Q3 		$2.03M Buy
23,890
+26
+0.1% +$2.16K 0.98% 20
2025
Q2 		$1.96M Sell
23,864
-575
-2% -$47.4K 1.03% 19
2025
Q1 		$2.11M Sell
24,439
-738
-3% -$61.6K 1.2% 16
2024
Q4 		$2.04M Sell
25,177
-80
-0.3% -$6.86K 1.11% 21
2024
Q3 		$2.24M Sell
25,257
-40
-0.2% -$3.35K 1.24% 17
2024
Q2 		$1.95M Sell
25,297
-329
-1% -$24K 1.15% 21
2024
Q1 		$1.85M Sell
25,626
-190
-0.7% -$13.4K 1.08% 22
2023
Q4 		$1.9M Sell
25,816
-1,430
-5% -$96.1K 1.2% 20
2023
Q3 		$1.8M Sell
27,246
-430
-2% -$30.7K 1.25% 20
2023
Q2 		$1.95M Buy
+27,676
New +$1.98M 1.31% 18
2022
Q4 		$1.91M Sell
27,956
-1,980
-7% -$139K 1.35% 19
2022
Q3 		$2.15M Sell
29,936
-900
-3% -$73.6K 1.51% 10
2022
Q2 		$2.47M Sell
30,836
-241
-0.8% -$20.9K 1.63% 8
2022
Q1 		$2.98M Buy
31,077
+424
+1% +$39.3K 1.63% 10
2021
Q4 		$3.01M Sell
30,653
-120
-0.4% -$11K 1.61% 10
2021
Q3 		$2.63M Buy
+30,773
New +$2.73M 1.51% 12
2020
Q3 		$1.99M Sell
32,617
-268
-0.8% -$16.5K 1.66% 9
2020
Q2 		$1.98M Buy
32,885
+122
+0.4% +$7.17K 1.78% 9
2020
Q1 		$1.81M Buy
32,763
+1,302
+4% +$93.7K 2.08% 8
2019
Q4 		$2.37M Buy
31,461
+221
+0.7% +$17.1K 2.09% 7
2019
Q3 		$2.48M Sell
31,240
-400
-1% -$30.8K 2.34% 5
2019
Q2 		$2.31M Buy
+31,640
New +$2.26M 2.2% 6
2018
Q2 		$2.21M Sell
34,540
-3,500
-9% -$208K 2.28% 4
2018
Q1 		$2.19M Buy
+38,040
New +$2.18M 2.9% 4

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Pacific Sun Financial's REZ Position: Q2 2026 in Review

Pacific Sun Financial reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.04% in Q2 2026, selling an estimated $899 and leaving 22,710 shares worth $2.15M. The position accounts for 0.89% of the portfolio, ranked #23.

Pacific Sun Financial first reported a position in REZ in Q1 2018 and has held it in 27 quarters since. The position peaked at $3.01M in Q4 2021. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Pacific Sun Financial held 22,710 shares of iShares Residential and Multisector Real Estate ETF worth $2.15M as of Q2 2026.
  • Pacific Sun Financial sold 10 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $899.
  • iShares Residential and Multisector Real Estate ETF made up 0.89% of Pacific Sun Financial's portfolio in Q2 2026, its #23 holding.
  • Pacific Sun Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2018 and has held it in 27 quarters since.
  • Pacific Sun Financial's iShares Residential and Multisector Real Estate ETF position peaked at $3.01M in Q4 2021.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.