CG
REM icon

CFO4Life Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

CFO4Life Group’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
Q1 		– Sell
-16,352
Closed -$386K – 207
2023
Q4 		$386K Buy
16,352
+3,461
+27% +$76.4K 0.07% 123
2023
Q3 		$288K Hold
12,891
– – 0.07% 125
2023
Q2 		$304K Hold
12,891
– – 0.07% 132
2023
Q1 		$282K Hold
12,891
– – 0.06% 130
2022
Q4 		$292K Buy
+12,891
New +$300K 0.06% 132

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFO4Life Group's REM Position: Q1 2024 in Review

CFO4Life Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2024, closing a stake of 16,352 shares — an estimated $386K sold.

CFO4Life Group first reported a position in REM in Q4 2022 and held it in 5 quarters. The position peaked at $386K in Q4 2023. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

  • CFO4Life Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • CFO4Life Group sold 16,352 iShares Mortgage Real Estate ETF shares in Q1 2024, an estimated $386K.
  • CFO4Life Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2022 and held it in 5 quarters.
  • CFO4Life Group's iShares Mortgage Real Estate ETF position peaked at $386K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on CFO4Life Group's 13F filing for Q1 2024, filed 6 May 2024.