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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.