HCR Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

HCR Wealth 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
2022 Q2	–	Sell	-61,560	Closed	-$2.01M	–	196
2022 Q1	$2.01M	Sell	61,560 -517	-0.8%	-$17K	0.33%	65
2021 Q4	$2.14M	Sell	62,077 -94	-0.2%	-$3.43K	0.33%	68
2021 Q3	$2.25M	Buy	+62,171	New	+$2.26M	0.38%	64

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 22.96% 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

HCR Wealth Advisors's REM Position: Q2 2022 in Review

HCR Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 61,560 shares — an estimated $2.01M sold.

HCR Wealth Advisors first reported a position in REM in Q3 2021 and held it in 3 quarters. The position peaked at $2.25M in Q3 2021. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

HCR Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
HCR Wealth Advisors sold 61,560 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $2.01M.
HCR Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2021 and held it in 3 quarters.
HCR Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $2.25M in Q3 2021.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.