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

Howard 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
2022 Q2	–	Sell	-7,094	Closed	-$231K	–	112
2022 Q1	$231K	Sell	7,094 -77	-1%	-$2.54K	0.13%	118
2021 Q4	$247K	Sell	7,171 -324	-4%	-$11.8K	0.13%	114
2021 Q3	$271K	Sell	7,495 -250	-3%	-$9.1K	0.15%	106
2021 Q2	$287K	Sell	7,745 -440	-5%	-$16.1K	0.16%	107
2021 Q1	$288K	Sell	8,185 -809	-9%	-$27.1K	0.17%	101
2020 Q4	$286K	Sell	8,994 -880	-9%	-$25.4K	0.18%	102
2020 Q3	$254K	Sell	9,874 -488	-5%	-$12.7K	0.18%	104
2020 Q2	$257K	Sell	10,362 -277	-3%	-$6.21K	0.21%	96
2020 Q1	$198K	Sell	10,639 -135	-1%	-$5.43K	0.21%	94
2019 Q4	$479K	Buy	+10,774	New	+$467K	0.4%	61

Other funds holding REM

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

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 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 San Francisco, California $530B AUM 22.01% 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

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Howard Wealth Management's REM Position: Q2 2022 in Review

Howard Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 7,094 shares — an estimated $231K sold.

Howard Wealth Management first reported a position in REM in Q4 2019 and held it in 10 quarters. The position peaked at $479K in Q4 2019. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

Howard Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Howard Wealth Management sold 7,094 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $231K.
Howard Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and held it in 10 quarters.
Howard Wealth Management's iShares Mortgage Real Estate ETF position peaked at $479K in Q4 2019.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Howard Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.