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

Win Advisors’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
2023
Q3 		– Sell
-14,610
Closed – – 65
2023
Q2 		$0 Buy
+14,610
New +$1.04M ﹤0.01% 46

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Win Advisors's REZ Position: Q3 2023 in Review

Win Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2023, closing a stake of 14,610 shares.

Win Advisors first reported a position in REZ in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 137 funds tracked by Wall St. Rank hold REZ as of Q3 2023.

  • Win Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Win Advisors sold 14,610 iShares Residential and Multisector Real Estate ETF shares in Q3 2023.
  • Win Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Win Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $0 in Q2 2023.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2023.

Based on Win Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.