TI
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Truepoint Inc’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Truepoint Inc’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
2022
Q3 		– Sell
-3,417
Closed -$273K – 166
2022
Q2 		$273K Buy
+3,417
New +$297K 0.01% 137

Other funds holding REZ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truepoint Inc's REZ Position: Q3 2022 in Review

Truepoint Inc sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 3,417 shares — an estimated $273K sold.

Truepoint Inc first reported a position in REZ in Q2 2022 and held it in 1 quarter. The position peaked at $273K in Q2 2022. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

  • Truepoint Inc reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Truepoint Inc sold 3,417 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $273K.
  • Truepoint Inc first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Truepoint Inc's iShares Residential and Multisector Real Estate ETF position peaked at $273K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on Truepoint Inc's 13F filing for Q3 2022, filed 14 Nov 2022.