BWP
REMX icon

Baldwin Wealth Partners’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Baldwin Wealth Partners’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$602K Buy
6,806
+152
+2% +$14.8K 0.04% 135
2026
Q1 		$586K Buy
6,654
+1,284
+24% +$116K 0.04% 134
2025
Q4 		$397K Buy
+5,370
New +$385K 0.03% 173
2024
Q4 		– Sell
-1,190
Closed -$54.9K – 832
2024
Q3 		$54.9K Hold
1,190
– – ﹤0.01% 534
2024
Q2 		$50.6K Hold
1,190
– – ﹤0.01% 348
2024
Q1 		$61.1K Hold
1,190
– – ﹤0.01% 345
2023
Q4 		$73.2K Hold
1,190
– – 0.01% 318
2023
Q3 		$78.9K Sell
1,190
-28
-2% -$2.13K 0.01% 328
2023
Q2 		$101K Hold
1,218
– – 0.01% 319
2023
Q1 		$99.4K Hold
1,218
– – 0.01% 323
2022
Q4 		$92.8K Hold
1,218
– – 0.01% 324
2022
Q3 		$102K Hold
1,218
– – 0.01% 239
2022
Q2 		$106K Buy
1,218
+28
+2% +$2.75K 0.01% 249
2022
Q1 		$141K Buy
+1,190
New +$128K 0.01% 242

Other funds holding REMX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Baldwin Wealth Partners's REMX Position: Q2 2026 in Review

Baldwin Wealth Partners increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 2.3% in Q2 2026, buying an estimated $14.8K and bringing the position to 6,806 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #135.

Baldwin Wealth Partners first reported a position in REMX in Q1 2022 and has held it in 14 quarters since. 151 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Baldwin Wealth Partners held 6,806 shares of VanEck Rare Earth/Strategic Metals ETF worth $602K as of Q2 2026.
  • Baldwin Wealth Partners bought 152 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $14.8K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Baldwin Wealth Partners first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2022 and has held it in 14 quarters since.
  • 151 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.