Global Wealth Management Investment Advisory’s iShares Mortgage Real Estate ETF REM Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q3	–	Sell	-150	Closed	-$6K	–	484
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	333
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	361
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	335
2020 Q3	$4K	Sell	150 -247	-62%	-$6.42K	﹤0.01%	348
2020 Q2	$10K	Hold	397	–	–	﹤0.01%	351
2020 Q1	$7K	Buy	397 +247	+165%	+$9.93K	﹤0.01%	385
2019 Q4	$7K	Hold	150	–	–	﹤0.01%	401
2019 Q3	$6K	Buy	+150	New	+$6.33K	﹤0.01%	385
2019 Q2	–	Sell	-231	Closed	-$10K	–	767
2019 Q1	$10K	Hold	231	–	–	0.01%	386
2018 Q4	$9K	Buy	+231	New	+$9.8K	0.01%	408

Other funds holding REM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

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

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

FAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's REM Position: Q3 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2021, closing a stake of 150 shares — an estimated $6K sold.

Global Wealth Management Investment Advisory first reported a position in REM in Q4 2018 and held it in 10 quarters. The position peaked at $10K in Q2 2020. 168 funds tracked by Wall St. Rank hold REM as of Q3 2021.

Global Wealth Management Investment Advisory reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 150 iShares Mortgage Real Estate ETF shares in Q3 2021, an estimated $6K.
Global Wealth Management Investment Advisory first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 10 quarters.
Global Wealth Management Investment Advisory's iShares Mortgage Real Estate ETF position peaked at $10K in Q2 2020.
168 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2021, filed 16 Nov 2021.