IEQ Capital
MORT icon

IEQ Capital’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

IEQ Capital’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,926,700
Closed -$32.3M – 490
2020
Q4 		$32.3M Buy
+1,926,700
New +$29.5M 1.44% 16

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Adams Wealth Management
Adams Wealth Management Logan, Utah $527M AUM 28.14% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IEQ Capital's MORT Position: Q1 2021 in Review

IEQ Capital sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2021, closing a stake of 1,926,700 shares — an estimated $32.3M sold.

IEQ Capital first reported a position in MORT in Q4 2020 and held it in 1 quarter. The position peaked at $32.3M in Q4 2020. 58 funds tracked by Wall St. Rank hold MORT as of Q1 2021.

  • IEQ Capital reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2021 after selling out during the quarter.
  • IEQ Capital sold 1,926,700 VanEck Mortgage REIT Income ETF shares in Q1 2021, an estimated $32.3M.
  • IEQ Capital first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and held it in 1 quarter.
  • IEQ Capital's VanEck Mortgage REIT Income ETF position peaked at $32.3M in Q4 2020.
  • 58 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2021.

Based on IEQ Capital's 13F filing for Q1 2021, filed 4 May 2021.