Accel Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-850	Closed	-$18.6K	–	695
2023 Q1	$18.6K	Hold	850	–	–	0.01%	740
2022 Q4	$19.3K	Hold	850	–	–	0.01%	565
2022 Q3	$19K	Hold	850	–	–	0.01%	576
2022 Q2	$23K	Hold	850	–	–	0.01%	512
2022 Q1	$28K	Hold	850	–	–	0.01%	486
2021 Q4	$29K	Sell	850 -250	-23%	-$9.13K	0.01%	498
2021 Q3	$40K	Hold	1,100	–	–	0.03%	362
2021 Q2	$41K	Hold	1,100	–	–	0.03%	376
2021 Q1	$39K	Hold	1,100	–	–	0.03%	364
2020 Q4	$35K	Buy	+1,100	New	+$31.8K	0.03%	373

Other funds holding REM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Accel Wealth Management's REM Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2023, closing a stake of 850 shares — an estimated $18.6K sold.

Accel Wealth Management first reported a position in REM in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q2 2021. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

Accel Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 850 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $18.6K.
Accel Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Mortgage Real Estate ETF position peaked at $41K in Q2 2021.
118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.