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Plante Moran Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-1,069
Closed -$73.1K – 881
2022
Q4 		$73.1K Buy
+1,069
New +$74.9K 0.01% 269

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plante Moran Financial Advisors's REZ Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2023, closing a stake of 1,069 shares — an estimated $73.1K sold.

Plante Moran Financial Advisors first reported a position in REZ in Q4 2022 and held it in 1 quarter. The position peaked at $73.1K in Q4 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,069 iShares Residential and Multisector Real Estate ETF shares in Q1 2023, an estimated $73.1K.
  • Plante Moran Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $73.1K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.