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Beacon Financial Advisory’s iShares Mortgage Real Estate ETF REM Stock Holding History

Beacon Financial Advisory’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
2024
Q4 		– Sell
-9,187
Closed -$218K – 310
2024
Q3 		$218K Sell
9,187
-226
-2% -$5.31K 0.07% 270
2024
Q2 		$209K Buy
9,413
+308
+3% +$6.88K 0.08% 267
2024
Q1 		$212K Sell
9,105
-821
-8% -$18.6K 0.1% 226
2023
Q4 		$234K Sell
9,926
-564
-5% -$12.4K 0.11% 220
2023
Q3 		$234K Hold
10,490
– – 0.13% 196
2023
Q2 		$248K Buy
10,490
+206
+2% +$4.51K 0.14% 184
2023
Q1 		$225K Buy
10,284
+124
+1% +$2.96K 0.14% 185
2022
Q4 		$231K Buy
10,160
+35
+0.3% +$816 0.17% 165
2022
Q3 		$212K Buy
10,125
+387
+4% +$10.9K 0.15% 173
2022
Q2 		$260K Buy
9,738
+736
+8% +$21.8K 0.15% 178
2022
Q1 		$294K Buy
9,002
+34
+0.4% +$1.12K 0.14% 181
2021
Q4 		$309K Sell
8,968
-338
-4% -$12.3K 0.14% 178
2021
Q3 		$337K Buy
+9,306
New +$339K 0.18% 157

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Beacon Financial Advisory's REM Position: Q4 2024 in Review

Beacon Financial Advisory sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2024, closing a stake of 9,187 shares — an estimated $218K sold.

Beacon Financial Advisory first reported a position in REM in Q3 2021 and held it in 13 quarters. The position peaked at $337K in Q3 2021. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

  • Beacon Financial Advisory reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,187 iShares Mortgage Real Estate ETF shares in Q4 2024, an estimated $218K.
  • Beacon Financial Advisory first reported a position in iShares Mortgage Real Estate ETF in Q3 2021 and held it in 13 quarters.
  • Beacon Financial Advisory's iShares Mortgage Real Estate ETF position peaked at $337K in Q3 2021.
  • 124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on Beacon Financial Advisory's 13F filing for Q4 2024, filed 27 Jan 2025.