Baldwin Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Baldwin Wealth 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 Q3	–	Sell	-372	Closed	-$10K	–	697
2022 Q2	$10K	Hold	372	–	–	﹤0.01%	532
2022 Q1	$12K	Buy	+372	New	+$12.2K	﹤0.01%	526
2020 Q2	–	Sell	-1,250	Closed	-$23K	–	550
2020 Q1	$23K	Hold	1,250	–	–	﹤0.01%	364
2019 Q4	$56K	Hold	1,250	–	–	0.01%	303
2019 Q3	$53K	Hold	1,250	–	–	0.01%	297
2019 Q2	$53K	Hold	1,250	–	–	0.01%	298
2019 Q1	$54K	Hold	1,250	–	–	0.01%	293
2018 Q4	$50K	Hold	1,250	–	–	0.01%	286
2018 Q3	$54K	Hold	1,250	–	–	0.01%	305
2018 Q2	$54K	Hold	1,250	–	–	0.01%	307
2018 Q1	$53K	Hold	1,250	–	–	0.01%	285
2017 Q4	$57K	Hold	1,250	–	–	0.01%	289
2017 Q3	$59K	Hold	1,250	–	–	0.01%	277
2017 Q2	$58K	Hold	1,250	–	–	0.01%	285
2017 Q1	$57K	Hold	1,250	–	–	0.01%	283
2016 Q4	$53K	Hold	1,250	–	–	0.01%	291
2016 Q3	$53K	Buy	+1,250	New	+$53K	0.01%	298

Other funds holding REM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baldwin Wealth Partners's REM Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 372 shares — an estimated $10K sold.

Baldwin Wealth Partners first reported a position in REM in Q3 2016 and held it in 17 quarters. The position peaked at $59K in Q3 2017. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

Baldwin Wealth Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 372 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $10K.
Baldwin Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 17 quarters.
Baldwin Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $59K in Q3 2017.
111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.