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

WealthShield’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
2017 Q4	$11K	Buy	+177	New	+$11.2K	0.01%	191

Other funds holding REZ

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FPTW

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WealthShield's REZ Position: Q4 2017 in Review

WealthShield opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2017: 177 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

69 funds tracked by Wall St. Rank hold REZ as of Q4 2017.

WealthShield held 177 shares of iShares Residential and Multisector Real Estate ETF worth $11K as of Q4 2017.
iShares Residential and Multisector Real Estate ETF was a new WealthShield position in Q4 2017.
iShares Residential and Multisector Real Estate ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #191 holding.
69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.