Interactive Financial Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Interactive Financial 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
2021 Q3	–	Sell	-118,712	Closed	-$4.41M	–	172
2021 Q2	$4.41M	Sell	118,712 -11,268	-9%	-$413K	1.79%	22
2021 Q1	$4.58M	Sell	129,980 -22,435	-15%	-$751K	1.92%	17
2020 Q4	$4.86M	Buy	+152,415	New	+$4.4M	2.21%	14
2020 Q2	–	Sell	-145,813	Closed	-$2.73M	–	138
2020 Q1	$2.73M	Buy	145,813 +4,751	+3%	+$191K	2.41%	12
2019 Q4	$6.28M	Buy	+141,062	New	+$6.11M	2.83%	9
2017 Q4	–	Sell	-144,134	Closed	-$6.75M	–	112
2017 Q3	$6.75M	Buy	144,134 +7,737	+6%	+$362K	3.08%	13
2017 Q2	$6.33M	Sell	136,397 -6,174	-4%	-$287K	2.98%	13
2017 Q1	$6.46M	Buy	142,571 +1,952	+1%	+$85.9K	3.14%	11
2016 Q4	$5.91M	Buy	140,619 +10,928	+8%	+$458K	2.98%	13
2016 Q3	$5.45M	Buy	129,691 +10,179	+9%	+$432K	2.73%	15
2016 Q2	$4.91M	Buy	+119,512	New	+$4.79M	2.58%	14

Other funds holding REM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Interactive Financial Advisors's REM Position: Q3 2021 in Review

Interactive Financial Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2021, closing a stake of 118,712 shares — an estimated $4.41M sold.

Interactive Financial Advisors first reported a position in REM in Q2 2016 and held it in 11 quarters. The position peaked at $6.75M in Q3 2017. 168 funds tracked by Wall St. Rank hold REM as of Q3 2021.

Interactive Financial Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Interactive Financial Advisors sold 118,712 iShares Mortgage Real Estate ETF shares in Q3 2021, an estimated $4.41M.
Interactive Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and held it in 11 quarters.
Interactive Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $6.75M in Q3 2017.
168 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2021.

Based on Interactive Financial Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.