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Austin Private Wealth’s iShares Mortgage Real Estate ETF REM Stock Holding History

Austin Private Wealth’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
Q3 		– Sell
-8,760
Closed -$207K – 216
2023
Q2 		$207K Buy
+8,760
New +$192K 0.03% 162

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Envestnet Asset Management
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FIM
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VAG
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
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Austin Private Wealth's REM Position: Q3 2023 in Review

Austin Private Wealth sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2023, closing a stake of 8,760 shares — an estimated $207K sold.

Austin Private Wealth first reported a position in REM in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 123 funds tracked by Wall St. Rank hold REM as of Q3 2023.

  • Austin Private Wealth reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Austin Private Wealth sold 8,760 iShares Mortgage Real Estate ETF shares in Q3 2023, an estimated $207K.
  • Austin Private Wealth first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Austin Private Wealth's iShares Mortgage Real Estate ETF position peaked at $207K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2023.

Based on Austin Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.