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BerganKDV Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

BerganKDV Wealth Management’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
Q2 		– Sell
-283
Closed -$9K – 1050
2022
Q1 		$9K Sell
283
-7,761
-96% -$256K ﹤0.01% 633
2021
Q4 		$278K Sell
8,044
-158
-2% -$5.77K 0.03% 231
2021
Q3 		$297K Buy
8,202
+13
+0.2% +$473 0.03% 224
2021
Q2 		$304K Buy
8,189
+3
+0% +$110 0.04% 218
2021
Q1 		$289K Sell
8,186
-14,322
-64% -$479K 0.04% 212
2020
Q4 		$717K Sell
22,508
-7,129
-24% -$206K 0.1% 125
2020
Q3 		$763K Sell
29,637
-4,198
-12% -$109K 0.12% 118
2020
Q2 		$841K Buy
33,835
+445
+1% +$9.97K 0.14% 109
2020
Q1 		$624K Buy
33,390
+14,562
+77% +$585K 0.13% 116
2019
Q4 		$838K Buy
18,828
+6,343
+51% +$275K 0.15% 111
2019
Q3 		$526K Sell
12,485
-1,015
-8% -$42.8K 0.1% 126
2019
Q2 		$569K Buy
13,500
+2,709
+25% +$116K 0.11% 129
2019
Q1 		$468K Buy
10,791
+6,862
+175% +$295K 0.1% 135
2018
Q4 		$157K Buy
3,929
+15
+0.4% +$637 0.04% 201
2018
Q3 		$170K Buy
3,914
+231
+6% +$10.3K 0.04% 212
2018
Q2 		$160K Buy
+3,683
New +$160K 0.04% 212

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

BerganKDV Wealth Management's REM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 283 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in REM in Q2 2018 and held it in 16 quarters. The position peaked at $841K in Q2 2020. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 283 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $9K.
  • BerganKDV Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and held it in 16 quarters.
  • BerganKDV Wealth Management's iShares Mortgage Real Estate ETF position peaked at $841K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.