BDO Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

BDO Wealth Advisors’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 Q2	$2.3M	Sell	97,449 -3,588	-4%	-$78.5K	0.26%	83
2023 Q1	$2.21M	Sell	101,037 -33,330	-25%	-$796K	0.27%	79
2022 Q4	$3.05M	Sell	134,367 -3,518	-3%	-$82K	0.38%	51
2022 Q3	$2.89M	Sell	137,885 -22,683	-14%	-$637K	0.38%	53
2022 Q2	$4.29M	Sell	160,568 -9,367	-6%	-$277K	0.53%	33
2022 Q1	$5.55M	Sell	169,935 -3,917	-2%	-$129K	0.59%	31
2021 Q4	$6M	Sell	173,852 -15,874	-8%	-$580K	0.63%	32
2021 Q3	$6.86M	Sell	189,726 -20,095	-10%	-$732K	0.76%	27
2021 Q2	$7.79M	Sell	209,821 -24,488	-10%	-$897K	0.86%	25
2021 Q1	$8.26M	Buy	+234,309	New	+$7.84M	0.97%	23
2020 Q4	–	Sell	-125	Closed	-$3K	–	984
2020 Q3	$3K	Hold	125	–	–	﹤0.01%	646
2020 Q2	$3K	Hold	125	–	–	﹤0.01%	605
2020 Q1	$2K	Buy	+125	New	+$5.03K	﹤0.01%	683

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BDO Wealth Advisors's REM Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 3.6% in Q2 2023, selling an estimated $78.5K and leaving 97,449 shares worth $2.3M. The position accounts for 0.26% of the portfolio, ranked #83.

BDO Wealth Advisors first reported a position in REM in Q1 2020 and has held it in 13 quarters since. The position peaked at $8.26M in Q1 2021. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

BDO Wealth Advisors held 97,449 shares of iShares Mortgage Real Estate ETF worth $2.3M as of Q2 2023.
BDO Wealth Advisors sold 3,588 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $78.5K.
iShares Mortgage Real Estate ETF made up 0.26% of BDO Wealth Advisors's portfolio in Q2 2023, its #83 holding.
BDO Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $8.26M in Q1 2021.
118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.