Canton Hathaway’s iShares Mortgage Real Estate ETF REM Stock Holding History

Canton Hathaway’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
2021 Q2	–	Sell	-46	Closed	-$2K	–	301
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	327
2020 Q4	$1K	Buy	+46	New	+$1.33K	﹤0.01%	244
2019 Q2	–	Sell	-229	Closed	-$9K	–	270
2019 Q1	$9K	Hold	229	–	–	0.01%	215
2018 Q4	$9K	Hold	229	–	–	0.01%	168
2018 Q3	$10K	Buy	+229	New	+$10.2K	0.01%	169

Other funds holding REM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canton Hathaway's REM Position: Q2 2021 in Review

Canton Hathaway sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 46 shares — an estimated $2K sold.

Canton Hathaway first reported a position in REM in Q3 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

Canton Hathaway reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Canton Hathaway sold 46 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $2K.
Canton Hathaway first reported a position in iShares Mortgage Real Estate ETF in Q3 2018 and held it in 5 quarters.
Canton Hathaway's iShares Mortgage Real Estate ETF position peaked at $10K in Q3 2018.
180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on Canton Hathaway's 13F filing for Q2 2021, filed 8 Jul 2021.