GWM
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Greenwich Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Greenwich Wealth 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
2021
Q4 		– Sell
-6,071
Closed -$220K – 250
2021
Q3 		$220K Buy
6,071
+400
+7% +$14.6K 0.02% 221
2021
Q2 		$211K Sell
5,671
-100
-2% -$3.67K 0.02% 211
2021
Q1 		$203K Buy
+5,771
New +$193K 0.02% 195
2020
Q2 		– Sell
-10,376
Closed -$194K – 195
2020
Q1 		$194K Sell
10,376
-1,447
-12% -$58.2K 0.04% 169
2019
Q4 		$526K Buy
11,823
+151
+1% +$6.54K 0.11% 117
2019
Q3 		$492K Buy
11,672
+26
+0.2% +$1.1K 0.1% 119
2019
Q2 		$491K Buy
11,646
+3,864
+50% +$166K 0.08% 121
2019
Q1 		$337K Sell
7,782
-847
-10% -$36.4K 0.06% 137
2018
Q4 		$345K Buy
8,629
+69
+0.8% +$2.93K 0.07% 132
2018
Q3 		$373K Buy
8,560
+190
+2% +$8.48K 0.07% 138
2018
Q2 		$364K Buy
8,370
+34
+0.4% +$1.47K 0.06% 133
2018
Q1 		$354K Buy
8,336
+1,187
+17% +$50.5K 0.06% 129
2017
Q4 		$323K Buy
7,149
+958
+15% +$44K 0.05% 141
2017
Q3 		$290K Sell
6,191
-5
-0.1% -$234 0.05% 143
2017
Q2 		$287K Buy
6,196
+541
+10% +$25.1K 0.05% 138
2017
Q1 		$256K Buy
5,655
+170
+3% +$7.48K 0.03% 151
2016
Q4 		$231K Buy
5,485
+35
+0.6% +$1.47K 0.03% 175
2016
Q3 		$229K Buy
5,450
+1,079
+25% +$45.8K 0.04% 178
2016
Q2 		$179K Hold
4,371
– – 0.04% 185
2016
Q1 		$169K Buy
4,371
+625
+17% +$23K 0.04% 179
2015
Q4 		$143K Sell
3,746
-794
-17% -$31.6K 0.04% 150
2015
Q3 		$181K Sell
4,540
-500
-10% -$21.3K 0.04% 157
2015
Q2 		$213K Sell
5,040
-670
-12% -$30.9K 0.03% 161
2015
Q1 		$267K Buy
5,710
+324
+6% +$15.2K 0.03% 153
2014
Q4 		$252K Buy
5,386
+713
+15% +$35K 0.02% 156
2014
Q3 		$220K Sell
4,673
-32
-0.7% -$1.61K 0.01% 162
2014
Q2 		$238K Sell
4,705
-168
-3% -$8.41K 0.02% 150
2014
Q1 		$239K Buy
4,873
+50
+1% +$2.46K 0.02% 142
2013
Q4 		$222K Buy
+4,823
New +$228K 0.02% 154

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenwich Wealth Management's REM Position: Q4 2021 in Review

Greenwich Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 6,071 shares — an estimated $220K sold.

Greenwich Wealth Management first reported a position in REM in Q4 2013 and held it in 29 quarters. The position peaked at $526K in Q4 2019. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Greenwich Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Greenwich Wealth Management sold 6,071 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $220K.
  • Greenwich Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 29 quarters.
  • Greenwich Wealth Management's iShares Mortgage Real Estate ETF position peaked at $526K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Greenwich Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.