Almanack Investment Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Almanack Investment Partners’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	-8,506	Closed	-$278K	–	502
2022 Q1	$278K	Hold	8,506	–	–	0.02%	375
2021 Q4	$294K	Hold	8,506	–	–	0.02%	378
2021 Q3	$308K	Buy	8,506 +575	+7%	+$20.9K	0.03%	366
2021 Q2	$294K	Hold	7,931	–	–	0.03%	331
2021 Q1	$280K	Hold	7,931	–	–	0.03%	328
2020 Q4	$253K	Buy	+7,931	New	+$229K	0.03%	311
2018 Q1	–	Sell	-17,541	Closed	-$801K	–	198
2017 Q4	$801K	Sell	17,541 -1,978	-10%	-$90.9K	0.32%	38
2017 Q3	$914K	Sell	19,519 -6,802	-26%	-$318K	0.44%	33
2017 Q2	$1.22M	Buy	26,321 +16,816	+177%	+$781K	0.68%	43
2017 Q1	$430K	Buy	+9,505	New	+$418K	0.32%	54

Other funds holding REM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Almanack Investment Partners's REM Position: Q2 2022 in Review

Almanack Investment Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 8,506 shares — an estimated $278K sold.

Almanack Investment Partners first reported a position in REM in Q1 2017 and held it in 10 quarters. The position peaked at $1.22M in Q2 2017. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

Almanack Investment Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 8,506 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $278K.
Almanack Investment Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2017 and held it in 10 quarters.
Almanack Investment Partners's iShares Mortgage Real Estate ETF position peaked at $1.22M in Q2 2017.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.