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

CFO4Life’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
Q4 		$292K Buy
+12,891
New +$300K 0.06% 132

Other funds holding REM

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $545M AUM 64.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFO4Life's REM Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Mortgage Real Estate ETF (REM) in Q4 2022: 12,891 shares worth $292K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings.

127 funds tracked by Wall St. Rank hold REM as of Q4 2022.

  • CFO4Life held 12,891 shares of iShares Mortgage Real Estate ETF worth $292K as of Q4 2022.
  • iShares Mortgage Real Estate ETF was a new CFO4Life position in Q4 2022.
  • iShares Mortgage Real Estate ETF made up 0.06% of CFO4Life's portfolio in Q4 2022, its #132 holding.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.