Mercer Global Advisors
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Mercer Global Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mercer Global 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
Q4 		– Sell
-10,089
Closed -$365K – 1848
2021
Q3 		$365K Buy
10,089
+3,245
+47% +$118K ﹤0.01% 1333
2021
Q2 		$254K Buy
6,844
+1,044
+18% +$38.3K ﹤0.01% 1456
2021
Q1 		$205K Buy
+5,800
New +$194K ﹤0.01% 1467

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AWS
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mercer Global Advisors's REM Position: Q4 2021 in Review

Mercer Global Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 10,089 shares — an estimated $365K sold.

Mercer Global Advisors first reported a position in REM in Q1 2021 and held it in 3 quarters. The position peaked at $365K in Q3 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Mercer Global Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Mercer Global Advisors sold 10,089 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $365K.
  • Mercer Global Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and held it in 3 quarters.
  • Mercer Global Advisors's iShares Mortgage Real Estate ETF position peaked at $365K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Mercer Global Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.