AWA
REM icon

Arete Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Arete Wealth 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
2023
Q2 		– Sell
-8,905
Closed -$629K – 734
2023
Q1 		$629K Buy
8,905
+3,407
+62% +$81.3K 0.05% 292
2022
Q4 		$376K Buy
+5,498
New +$128K 0.03% 395

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $545M AUM 64.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Arete Wealth Advisors's REM Position: Q2 2023 in Review

Arete Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2023, closing a stake of 8,905 shares — an estimated $629K sold.

Arete Wealth Advisors first reported a position in REM in Q4 2022 and held it in 2 quarters. The position peaked at $629K in Q1 2023. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

  • Arete Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,905 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $629K.
  • Arete Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $629K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.