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

Cornerstone Wealth 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
2023
Q1 		– Sell
-492,554
Closed -$11.2M – 153
2022
Q4 		$11.2M Buy
+492,554
New +$11.5M 2.11% 11
2020
Q1 		– Sell
-83,755
Closed -$3.73M – 150
2019
Q4 		$3.73M Sell
83,755
-32,929
-28% -$1.43M 1.01% 26
2019
Q3 		$4.92M Buy
+116,684
New +$4.93M 1.23% 20

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Group's REM Position: Q1 2023 in Review

Cornerstone Wealth Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2023, closing a stake of 492,554 shares — an estimated $11.2M sold.

Cornerstone Wealth Group first reported a position in REM in Q3 2019 and held it in 3 quarters. The position peaked at $11.2M in Q4 2022. 119 funds tracked by Wall St. Rank hold REM as of Q1 2023.

  • Cornerstone Wealth Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Cornerstone Wealth Group sold 492,554 iShares Mortgage Real Estate ETF shares in Q1 2023, an estimated $11.2M.
  • Cornerstone Wealth Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2019 and held it in 3 quarters.
  • Cornerstone Wealth Group's iShares Mortgage Real Estate ETF position peaked at $11.2M in Q4 2022.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2023.

Based on Cornerstone Wealth Group's 13F filing for Q1 2023, filed 25 Apr 2023.