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

Baker Tilly 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
2021
Q4 		– Sell
-10,378
Closed -$375K – 544
2021
Q3 		$375K Hold
10,378
– – 0.05% 376
2021
Q2 		$385K Sell
10,378
-15,925
-61% -$584K 0.06% 341
2021
Q1 		$927K Buy
+26,303
New +$880K 0.19% 130

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baker Tilly Wealth Management's REM Position: Q4 2021 in Review

Baker Tilly Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 10,378 shares — an estimated $375K sold.

Baker Tilly Wealth Management first reported a position in REM in Q1 2021 and held it in 3 quarters. The position peaked at $927K in Q1 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Baker Tilly Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,378 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $375K.
  • Baker Tilly Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and held it in 3 quarters.
  • Baker Tilly Wealth Management's iShares Mortgage Real Estate ETF position peaked at $927K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.