Founders Financial Alliance’s iShares Mortgage Real Estate ETF REM Stock Holding History

Founders Financial Alliance’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	-278	Closed	-$6.46K	–	576
2024 Q1	$6.46K	Sell	278 -80	-22%	-$1.81K	﹤0.01%	504
2023 Q4	$8.45K	Sell	358 -225	-39%	-$4.97K	﹤0.01%	440
2023 Q3	$13K	Hold	583	–	–	0.01%	402
2023 Q2	$13.8K	Hold	583	–	–	0.01%	436
2023 Q1	$12.7K	Hold	583	–	–	0.01%	391
2022 Q4	$13.2K	Hold	583	–	–	0.01%	410
2022 Q3	$12K	Hold	583	–	–	0.01%	409
2022 Q2	$16K	Hold	583	–	–	0.01%	412
2022 Q1	$19K	Hold	583	–	–	0.01%	366
2021 Q4	$20K	Hold	583	–	–	0.01%	402
2021 Q3	$21K	Hold	583	–	–	0.01%	372
2021 Q2	$21K	Hold	583	–	–	0.01%	392
2021 Q1	$21K	Sell	583 -530	-48%	-$17.7K	0.01%	377
2020 Q4	$36K	Hold	1,113	–	–	0.02%	314
2020 Q3	$30K	Buy	+1,113	New	+$28.9K	0.02%	477

Other funds holding REM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's REM Position: Q2 2024 in Review

Founders Financial Alliance sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2024, closing a stake of 278 shares — an estimated $6.46K sold.

Founders Financial Alliance first reported a position in REM in Q3 2020 and held it in 15 quarters. The position peaked at $36K in Q4 2020. 121 funds tracked by Wall St. Rank hold REM as of Q2 2024.

Founders Financial Alliance reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Founders Financial Alliance sold 278 iShares Mortgage Real Estate ETF shares in Q2 2024, an estimated $6.46K.
Founders Financial Alliance first reported a position in iShares Mortgage Real Estate ETF in Q3 2020 and held it in 15 quarters.
Founders Financial Alliance's iShares Mortgage Real Estate ETF position peaked at $36K in Q4 2020.
121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.