GeoWealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

GeoWealth 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
2022 Q2	–	Sell	-2,882	Closed	-$94K	–	385
2022 Q1	$94K	Buy	+2,882	New	+$94.9K	0.01%	326

Other funds holding REM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

GeoWealth Management's REM Position: Q2 2022 in Review

GeoWealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 2,882 shares — an estimated $94K sold.

GeoWealth Management first reported a position in REM in Q1 2022 and held it in 1 quarter. The position peaked at $94K in Q1 2022. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

GeoWealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
GeoWealth Management sold 2,882 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $94K.
GeoWealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2022 and held it in 1 quarter.
GeoWealth Management's iShares Mortgage Real Estate ETF position peaked at $94K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on GeoWealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.