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

Mirabella Financial Services’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
Q4 		– Sell
-163,730
Closed -$3.66M – 562
2023
Q3 		$3.66M Buy
+163,730
New +$3.89M 0.51% 61
2022
Q3 		– Sell
-9,150
Closed -$245K – 514
2022
Q2 		$245K Buy
+9,150
New +$271K 0.02% 385

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Bank of America
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirabella Financial Services's REM Position: Q4 2023 in Review

Mirabella Financial Services sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 163,730 shares — an estimated $3.66M sold.

Mirabella Financial Services first reported a position in REM in Q2 2022 and held it in 2 quarters. The position peaked at $3.66M in Q3 2023. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

  • Mirabella Financial Services reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 163,730 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $3.66M.
  • Mirabella Financial Services first reported a position in iShares Mortgage Real Estate ETF in Q2 2022 and held it in 2 quarters.
  • Mirabella Financial Services's iShares Mortgage Real Estate ETF position peaked at $3.66M in Q3 2023.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.