Simplicity Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-6,650	Closed	-$451K	–	866
2020 Q4	$451K	Buy	6,650 +209	+3%	+$13.7K	0.01%	706
2020 Q3	$393K	Sell	6,441 -198	-3%	-$12.2K	0.01%	670
2020 Q2	$399K	Sell	6,639 -743	-10%	-$43.6K	0.01%	674
2020 Q1	$408K	Buy	+7,382	New	+$531K	0.01%	542

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions's REZ Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2021, closing a stake of 6,650 shares — an estimated $451K sold.

Simplicity Solutions first reported a position in REZ in Q1 2020 and held it in 4 quarters. The position peaked at $451K in Q4 2020. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2021.

Simplicity Solutions reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 6,650 iShares Residential and Multisector Real Estate ETF shares in Q1 2021, an estimated $451K.
Simplicity Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 4 quarters.
Simplicity Solutions's iShares Residential and Multisector Real Estate ETF position peaked at $451K in Q4 2020.
94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.