Cassady Schiller Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$991	Hold	25	–	–	﹤0.01%	788
2024 Q3	$1.17K	Hold	25	–	–	﹤0.01%	416
2024 Q2	$1.08K	Sell	25 -67	-73%	-$3.41K	﹤0.01%	425
2024 Q1	$4.75K	Hold	92	–	–	﹤0.01%	374
2023 Q4	$5.69K	Hold	92	–	–	﹤0.01%	353
2023 Q3	$6.13K	Hold	92	–	–	﹤0.01%	361
2023 Q2	$7.68K	Hold	92	–	–	﹤0.01%	357
2023 Q1	$7.54K	Hold	92	–	–	﹤0.01%	338
2022 Q4	$7.04K	Buy	+92	New	+$8.04K	﹤0.01%	342
2022 Q1	–	Sell	-91	Closed	-$10K	–	485
2021 Q4	$10K	Buy	+91	New	+$10.4K	0.01%	316

Other funds holding REMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cassady Schiller Wealth Management's REMX Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its VanEck Rare Earth/Strategic Metals ETF (REMX) position steady in Q4 2024 at 25 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Cassady Schiller Wealth Management first reported a position in REMX in Q4 2021 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 82 funds tracked by Wall St. Rank hold REMX as of Q4 2024.

Cassady Schiller Wealth Management held 25 shares of VanEck Rare Earth/Strategic Metals ETF worth $991 as of Q4 2024.
Cassady Schiller Wealth Management left its VanEck Rare Earth/Strategic Metals ETF share count unchanged in Q4 2024.
VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #788 holding.
Cassady Schiller Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $10K in Q4 2021.
82 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.