Baldwin Wealth Partners
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
Q3 		$356K Sell
5,536
-1,270
-19% -$93.8K 0.02% 177
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

CapWealth Advisors
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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Baldwin Wealth Partners's REMX Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 19% in Q3 2026, selling an estimated $93.8K and leaving 5,536 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #177.

Baldwin Wealth Partners first reported a position in REMX in Q1 2022 and has held it in 15 quarters since. The position peaked at $602K in Q2 2026. 100 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • Baldwin Wealth Partners held 5,536 shares of VanEck Rare Earth/Strategic Metals ETF worth $356K as of Q3 2026.
  • Baldwin Wealth Partners sold 1,270 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $93.8K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #177 holding.
  • Baldwin Wealth Partners first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2022 and has held it in 15 quarters since.
  • Baldwin Wealth Partners's VanEck Rare Earth/Strategic Metals ETF position peaked at $602K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.