Front Row Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Front Row Advisors’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 Q2	–	Sell	-1,250	Closed	-$27K	–	938
2023 Q1	$27K	Hold	1,250	–	–	0.01%	326
2022 Q4	$28K	Hold	1,250	–	–	0.01%	315
2022 Q3	$26K	Hold	1,250	–	–	0.01%	327
2022 Q2	$33K	Hold	1,250	–	–	0.02%	289
2022 Q1	$41K	Hold	1,250	–	–	0.02%	281
2021 Q4	$43K	Sell	1,250 -1,000	-44%	-$36.5K	0.02%	285
2021 Q3	$81K	Hold	2,250	–	–	0.03%	220
2021 Q2	$80K	Hold	2,250	–	–	0.03%	220
2021 Q1	$79K	Hold	2,250	–	–	0.04%	207
2020 Q4	$72K	Hold	2,250	–	–	0.04%	208
2020 Q3	$70K	Hold	2,250	–	–	0.04%	204
2020 Q2	$56K	Hold	2,250	–	–	0.03%	209
2020 Q1	$50K	Hold	2,250	–	–	0.03%	215
2019 Q4	$100K	Hold	2,250	–	–	0.07%	148
2019 Q3	$95K	Hold	2,250	–	–	0.07%	150
2019 Q2	$95K	Hold	2,250	–	–	0.07%	149
2019 Q1	$98K	Hold	2,250	–	–	0.08%	148
2018 Q4	$90K	Hold	2,250	–	–	0.08%	148
2018 Q3	$95	Hold	2,250	–	–	0.07%	148
2018 Q2	$100	Hold	2,250	–	–	0.06%	153
2018 Q1	$96K	Hold	2,250	–	–	0.07%	154
2017 Q4	$102K	Buy	+2,250	New	+$103K	0.08%	153

Other funds holding REM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Front Row Advisors's REM Position: Q2 2023 in Review

Front Row Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2023, closing a stake of 1,250 shares — an estimated $27K sold.

Front Row Advisors first reported a position in REM in Q4 2017 and held it in 22 quarters. The position peaked at $102K in Q4 2017. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

Front Row Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Front Row Advisors sold 1,250 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $27K.
Front Row Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 22 quarters.
Front Row Advisors's iShares Mortgage Real Estate ETF position peaked at $102K in Q4 2017.
118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

Based on Front Row Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.