Mark Sheptoff Financial Planning’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.6K	Hold	300	–	–	0.01%	246
2026 Q1	$31.1K	Sell	300 -400	-57%	-$36K	0.02%	221
2025 Q4	$51.7K	Hold	700	–	–	0.02%	194
2025 Q3	$46.1K	Hold	700	–	–	0.02%	196
2025 Q2	$28.4K	Hold	700	–	–	0.02%	234
2025 Q1	$27.7K	Hold	700	–	–	0.02%	216
2024 Q4	$27.3K	Hold	700	–	–	0.01%	230
2024 Q3	$32.3K	Hold	700	–	–	0.02%	204
2024 Q2	$29.8K	Hold	700	–	–	0.02%	224
2024 Q1	$36K	Hold	700	–	–	0.02%	192
2023 Q4	$43.1K	Sell	700 -13,230	-95%	-$781K	0.03%	173
2023 Q3	$924K	Sell	13,930 -2,050	-13%	-$156K	0.59%	29
2023 Q2	$1.33M	Buy	15,980 +480	+3%	+$39.4K	0.76%	27
2023 Q1	$1.26M	Hold	15,500	–	–	0.73%	29
2022 Q4	$1.18M	Hold	15,500	–	–	0.69%	30
2022 Q3	$1.29M	Buy	15,500 +2,100	+16%	+$194K	0.79%	26
2022 Q2	$1.16M	Hold	13,400	–	–	0.67%	35
2022 Q1	$1.58M	Hold	13,400	–	–	0.8%	25
2021 Q4	$1.5M	Buy	13,400 +100	+0.8%	+$11.4K	0.72%	30
2021 Q3	$1.37M	Buy	13,300 +900	+7%	+$95.6K	0.76%	26
2021 Q2	$1.05M	Buy	12,400 +400	+3%	+$32.4K	0.56%	32
2021 Q1	$900K	Buy	12,000 +500	+4%	+$39.7K	0.52%	40
2020 Q4	$757K	Buy	11,500 +100	+0.9%	+$4.98K	0.43%	48
2020 Q3	$430K	Buy	+11,400	New	+$460K	0.26%	58

Other funds holding REMX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Mark Sheptoff Financial Planning's REMX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its VanEck Rare Earth/Strategic Metals ETF (REMX) position steady in Q2 2026 at 300 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #246.

Mark Sheptoff Financial Planning first reported a position in REMX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q1 2022. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Mark Sheptoff Financial Planning held 300 shares of VanEck Rare Earth/Strategic Metals ETF worth $26.6K as of Q2 2026.
Mark Sheptoff Financial Planning left its VanEck Rare Earth/Strategic Metals ETF share count unchanged in Q2 2026.
VanEck Rare Earth/Strategic Metals ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #246 holding.
Mark Sheptoff Financial Planning first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2020 and has held it in 24 quarters since.
Mark Sheptoff Financial Planning's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.58M in Q1 2022.
360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.