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

Advocacy Wealth Management Services’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
Q2 		– Sell
-36
Closed -$1K – 192
2022
Q1 		$1K Buy
+36
New +$1.19K ﹤0.01% 177
2020
Q2 		– Sell
-4,295
Closed -$70K – 139
2020
Q1 		$70K Hold
4,295
– – 0.02% 39
2019
Q4 		$191K Sell
4,295
-489,580
-99% -$21.2M 0.05% 33
2019
Q3 		$20.8M Sell
493,875
-39,712
-7% -$1.68M 13.88% 2
2019
Q2 		$22.5M Buy
533,587
+7,325
+1% +$314K 16.28% 2
2019
Q1 		$22.9M Sell
526,262
-91,892
-15% -$3.94M 24.99% 2
2018
Q4 		$24.7M Sell
618,154
-25,364
-4% -$1.08M 18.61% 2
2018
Q3 		$28M Buy
643,518
+29,181
+5% +$1.3M 17.21% 3
2018
Q2 		$26.7M Buy
614,337
+22,882
+4% +$991K 17.54% 3
2018
Q1 		$25.1M Buy
591,455
+33,996
+6% +$1.45M 17.26% 3
2017
Q4 		$25.2M Buy
557,459
+96,912
+21% +$4.46M 17.36% 3
2017
Q3 		$21.6M Buy
460,547
+87,577
+23% +$4.09M 8.63% 5
2017
Q2 		$17.3M Buy
372,970
+23,747
+7% +$1.1M 6.2% 4
2017
Q1 		$15.8M Buy
349,223
+86,694
+33% +$3.82M 5.51% 5
2016
Q4 		$11M Buy
262,529
+17,080
+7% +$716K 3.31% 8
2016
Q3 		$10.3M Buy
245,449
+55,808
+29% +$2.37M 4% 9
2016
Q2 		$7.78M Buy
189,641
+57,724
+44% +$2.31M 3.93% 8
2016
Q1 		$5.1M Buy
131,917
+63,445
+93% +$2.34M 3.54% 7
2015
Q4 		$2.62M Buy
+68,472
New +$2.72M 2.97% 5

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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 $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Advocacy Wealth Management Services's REM Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 36 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in REM in Q4 2015 and held it in 19 quarters. The position peaked at $28M in Q3 2018. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 36 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in iShares Mortgage Real Estate ETF in Q4 2015 and held it in 19 quarters.
  • Advocacy Wealth Management Services's iShares Mortgage Real Estate ETF position peaked at $28M in Q3 2018.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.