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

PSI 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 Q4	–	Sell	-24	Closed	-$1.58K	–	890
2023 Q3	$1.58K	Hold	24	–	–	﹤0.01%	701
2023 Q2	$1.76K	Hold	24	–	–	﹤0.01%	670
2023 Q1	$1.7K	Hold	24	–	–	﹤0.01%	619
2022 Q4	$1.64K	Hold	24	–	–	﹤0.01%	620
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	640
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	680
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	637
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	676
2021 Q3	$2K	Buy	+24	New	+$2.13K	﹤0.01%	662
2020 Q1	–	Sell	-24	Closed	-$1K	–	476
2019 Q4	$1K	Buy	+24	New	+$1.86K	﹤0.01%	649

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

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

PSI Advisors's REZ Position: Q4 2023 in Review

PSI Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 24 shares — an estimated $1.58K sold.

PSI Advisors first reported a position in REZ in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

PSI Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
PSI Advisors sold 24 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $1.58K.
PSI Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and held it in 10 quarters.
PSI Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2K in Q3 2022.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.