W
REZ icon

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

WealthOne’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
Q2 		– Sell
-3,482
Closed -$334K – 135
2022
Q1 		$334K Buy
+3,482
New +$323K 0.12% 81
2021
Q4 		– Sell
-5,082
Closed -$435K – 125
2021
Q3 		$435K Buy
+5,082
New +$450K 0.16% 73

Other funds holding REZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

WealthOne's REZ Position: Q2 2022 in Review

WealthOne sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 3,482 shares — an estimated $334K sold.

WealthOne first reported a position in REZ in Q3 2021 and held it in 2 quarters. The position peaked at $435K in Q3 2021. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

  • WealthOne reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • WealthOne sold 3,482 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $334K.
  • WealthOne first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 2 quarters.
  • WealthOne's iShares Residential and Multisector Real Estate ETF position peaked at $435K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.