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Core Wealth Advisors (Florida)’s iShares Mortgage Real Estate ETF REM Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-250
Closed -$5.81K – 202
2024
Q1 		$5.81K Hold
250
– – ﹤0.01% 218
2023
Q4 		$5.9K Buy
+250
New +$5.52K ﹤0.01% 213

Other funds holding REM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Core Wealth Advisors (Florida)'s REM Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2024, closing a stake of 250 shares — an estimated $5.81K sold.

Core Wealth Advisors (Florida) first reported a position in REM in Q4 2023 and held it in 2 quarters. The position peaked at $5.9K in Q4 2023. 121 funds tracked by Wall St. Rank hold REM as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 250 iShares Mortgage Real Estate ETF shares in Q2 2024, an estimated $5.81K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Mortgage Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s iShares Mortgage Real Estate ETF position peaked at $5.9K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.