Sowell Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-3,027	Closed	-$237K	–	2230
2021 Q1	$237K	Sell	3,027 -1,499	-33%	-$106K	0.01%	959
2020 Q4	$307K	Buy	4,526 +1	+0%	+$65	0.01%	689
2020 Q3	$276K	Sell	4,525 -425	-9%	-$26.1K	0.01%	642
2020 Q2	$297K	Sell	4,950 -348	-7%	-$20.4K	0.02%	603
2020 Q1	$292K	Buy	5,298 +2,449	+86%	+$176K	0.02%	555
2019 Q4	$215K	Buy	2,849 +2,786	+4,422%	+$216K	0.02%	689
2019 Q3	$5K	Buy	+63	New	+$4.85K	﹤0.01%	1774

Other funds holding REZ

FPTW

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's REZ Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2021, closing a stake of 3,027 shares — an estimated $237K sold.

Sowell Financial Services first reported a position in REZ in Q3 2019 and held it in 7 quarters. The position peaked at $307K in Q4 2020. 111 funds tracked by Wall St. Rank hold REZ as of Q2 2021.

Sowell Financial Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,027 iShares Residential and Multisector Real Estate ETF shares in Q2 2021, an estimated $237K.
Sowell Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $307K in Q4 2020.
111 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.