Larson Financial Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Larson Financial Group’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
2023 Q2	–	Sell	-335	Closed	-$7.32K	–	1617
2023 Q1	$7.32K	Hold	335	–	–	﹤0.01%	1002
2022 Q4	$7.6K	Hold	335	–	–	﹤0.01%	939
2022 Q3	$7K	Hold	335	–	–	﹤0.01%	886
2022 Q2	$9K	Hold	335	–	–	﹤0.01%	759
2022 Q1	$11K	Hold	335	–	–	﹤0.01%	642
2021 Q4	$12K	Sell	335 -300	-47%	-$11K	﹤0.01%	646
2021 Q3	$23K	Buy	635 +135	+27%	+$4.92K	﹤0.01%	437
2021 Q2	$19K	Sell	500 -500	-50%	-$18.3K	﹤0.01%	444
2021 Q1	$35K	Hold	1,000	–	–	0.01%	318
2020 Q4	$32K	Hold	1,000	–	–	0.01%	284
2020 Q3	$26K	Hold	1,000	–	–	0.01%	279
2020 Q2	$25K	Hold	1,000	–	–	0.01%	268
2020 Q1	$19K	Buy	+1,000	New	+$40.2K	0.01%	230

Other funds holding REM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Larson Financial Group's REM Position: Q2 2023 in Review

Larson Financial Group sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2023, closing a stake of 335 shares — an estimated $7.32K sold.

Larson Financial Group first reported a position in REM in Q1 2020 and held it in 13 quarters. The position peaked at $35K in Q1 2021. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

Larson Financial Group reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Larson Financial Group sold 335 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $7.32K.
Larson Financial Group first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and held it in 13 quarters.
Larson Financial Group's iShares Mortgage Real Estate ETF position peaked at $35K in Q1 2021.
118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

Based on Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.