EWM
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Executive Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-62
Closed -$3K – 628
2019
Q2 		$3K Sell
62
-63
-50% -$2.7K ﹤0.01% 775
2019
Q1 		$5K Sell
125
-6,061
-98% -$260K ﹤0.01% 654
2018
Q4 		$247K Buy
+6,186
New +$263K 0.04% 136

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's REM Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2019, closing a stake of 62 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in REM in Q4 2018 and held it in 3 quarters. The position peaked at $247K in Q4 2018. 145 funds tracked by Wall St. Rank hold REM as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 62 iShares Mortgage Real Estate ETF shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Mortgage Real Estate ETF position peaked at $247K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.