Regions Financial Corp’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Regions Financial Corp’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	-7,805	Closed	-$515K	–	836
2023 Q3	$515K	Hold	7,805	–	–	﹤0.01%	560
2023 Q2	$572K	Hold	7,805	–	–	﹤0.01%	563
2023 Q1	$551K	Hold	7,805	–	–	﹤0.01%	572
2022 Q4	$533K	Hold	7,805	–	–	﹤0.01%	582
2022 Q3	$561K	Hold	7,805	–	–	0.01%	554
2022 Q2	$624K	Hold	7,805	–	–	0.01%	551
2022 Q1	$749K	Hold	7,805	–	–	0.01%	553
2021 Q4	$767K	Hold	7,805	–	–	0.01%	550
2021 Q3	$668K	Hold	7,805	–	–	0.01%	563
2021 Q2	$650K	Hold	7,805	–	–	0.01%	552
2021 Q1	$578K	Hold	7,805	–	–	0.01%	557
2020 Q4	$530K	Hold	7,805	–	–	0.01%	544
2020 Q3	$476K	Hold	7,805	–	–	0.01%	538
2020 Q2	$469K	Buy	+7,805	New	+$458K	0.01%	538

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

Regions Financial Corp's REZ Position: Q4 2023 in Review

Regions Financial Corp sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 7,805 shares — an estimated $515K sold.

Regions Financial Corp first reported a position in REZ in Q2 2020 and held it in 14 quarters. The position peaked at $767K in Q4 2021. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

Regions Financial Corp reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Regions Financial Corp sold 7,805 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $515K.
Regions Financial Corp first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2020 and held it in 14 quarters.
Regions Financial Corp's iShares Residential and Multisector Real Estate ETF position peaked at $767K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Regions Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.