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

Mackenzie Financial’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
Q4 		– Sell
-122,087
Closed -$2.56M – 1559
2022
Q3 		$2.56M Buy
+122,087
New +$3.43M ﹤0.01% 641

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mackenzie Financial's REM Position: Q2 2023 in Review

Mackenzie Financial sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2023, closing a stake of 20,000 shares — an estimated $437K sold.

Mackenzie Financial first reported a position in REM in Q4 2016 and held it in 21 quarters. The position peaked at $11.1M in Q2 2021. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

  • Mackenzie Financial reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Mackenzie Financial sold 20,000 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $437K.
  • Mackenzie Financial first reported a position in iShares Mortgage Real Estate ETF in Q4 2016 and held it in 21 quarters.
  • Mackenzie Financial's iShares Mortgage Real Estate ETF position peaked at $11.1M in Q2 2021.
  • 118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

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