Continuum Advisory
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Continuum Advisory’s iShares Mortgage Real Estate ETF REM Stock Holding History

Continuum Advisory’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
-76,809
Closed -$1.81M – 1705
2023
Q4 		$1.81M Sell
76,809
-61,611
-45% -$1.36M 0.26% 106
2023
Q3 		$3.09M Sell
138,420
-2,272
-2% -$54K 0.5% 44
2023
Q2 		$3.32M Buy
140,692
+3,903
+3% +$85.4K 0.53% 36
2023
Q1 		$2.99M Buy
136,789
+3,076
+2% +$73.4K 0.51% 42
2022
Q4 		$3.03M Buy
133,713
+114,488
+596% +$2.67M 0.55% 43
2022
Q3 		$403K Buy
+19,225
New +$540K 0.07% 277

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Continuum Advisory's REM Position: Q1 2024 in Review

Continuum Advisory sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2024, closing a stake of 76,809 shares — an estimated $1.81M sold.

Continuum Advisory first reported a position in REM in Q3 2022 and held it in 6 quarters. The position peaked at $3.32M in Q2 2023. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

  • Continuum Advisory reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Continuum Advisory sold 76,809 iShares Mortgage Real Estate ETF shares in Q1 2024, an estimated $1.81M.
  • Continuum Advisory first reported a position in iShares Mortgage Real Estate ETF in Q3 2022 and held it in 6 quarters.
  • Continuum Advisory's iShares Mortgage Real Estate ETF position peaked at $3.32M in Q2 2023.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on Continuum Advisory's 13F filing for Q1 2024, filed 13 May 2024.