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Householder Group Estate & Retirement Specialist’s iShares Mortgage Real Estate ETF REM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-727
Closed -$15K – 933
2022
Q3 		$15K Buy
+727
New +$20.4K 0.01% 650

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $545M AUM 64.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's REM Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2022, closing a stake of 727 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in REM in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 127 funds tracked by Wall St. Rank hold REM as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 727 iShares Mortgage Real Estate ETF shares in Q4 2022, an estimated $15K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Mortgage Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares Mortgage Real Estate ETF position peaked at $15K in Q3 2022.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.