LWA
REM icon

Lenox Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Lenox Wealth 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
Q2 		– Sell
-43
Closed -$2K – 783
2021
Q1 		$2K Buy
+43
New +$1.44K ﹤0.01% 625

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's REM Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 43 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in REM in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 43 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $2K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.