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1834 Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

1834 Investment Advisors’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16
Closed – – 392
2022
Q2 		$0 Hold
16
– – ﹤0.01% 492
2022
Q1 		$1K Hold
16
– – ﹤0.01% 432
2021
Q4 		$1K Hold
16
– – ﹤0.01% 466
2021
Q3 		$1K Hold
16
– – ﹤0.01% 473
2021
Q2 		$1K Sell
16
-5,771
-100% -$212K ﹤0.01% 492
2021
Q1 		$204K Hold
5,787
– – 0.03% 196
2020
Q4 		$184K Hold
5,787
– – 0.02% 198
2020
Q3 		$149K Hold
5,787
– – 0.02% 205
2020
Q2 		$144K Sell
5,787
-850
-13% -$19K 0.02% 197
2020
Q1 		$124K Sell
6,637
-1,264
-16% -$50.8K 0.02% 208
2019
Q4 		$352K Buy
7,901
+984
+14% +$42.6K 0.05% 141
2019
Q3 		$292K Hold
6,917
– – 0.04% 160
2019
Q2 		$292K Hold
6,917
– – 0.04% 155
2019
Q1 		$300K Sell
6,917
-51
-0.7% -$2.19K 0.05% 152
2018
Q4 		$278K Buy
6,968
+499
+8% +$21.2K 0.05% 152
2018
Q3 		$282K Hold
6,469
– – 0.04% 165
2018
Q2 		$281K Hold
6,469
– – 0.04% 160
2018
Q1 		$274K Buy
6,469
+4,219
+188% +$180K 0.05% 157
2017
Q4 		$102K Buy
+2,250
New +$103K 0.02% 237

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1834 Investment Advisors's REM Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 16 shares.

1834 Investment Advisors first reported a position in REM in Q4 2017 and held it in 19 quarters. The position peaked at $352K in Q4 2019. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • 1834 Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 16 iShares Mortgage Real Estate ETF shares in Q3 2022.
  • 1834 Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 19 quarters.
  • 1834 Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $352K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.