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Money Concepts Capital’s iShares Mortgage Real Estate ETF REM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-3,124
Closed -$70.9K – 2357
2022
Q4 		$70.9K Buy
+3,124
New +$72.8K ﹤0.01% 1115
2022
Q2 		– Sell
-7,738
Closed -$253K – 2383
2022
Q1 		$253K Buy
+7,738
New +$255K 0.01% 640

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Concepts Capital's REM Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2023, closing a stake of 3,124 shares — an estimated $70.9K sold.

Money Concepts Capital first reported a position in REM in Q1 2022 and held it in 2 quarters. The position peaked at $253K in Q1 2022. 119 funds tracked by Wall St. Rank hold REM as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,124 iShares Mortgage Real Estate ETF shares in Q1 2023, an estimated $70.9K.
  • Money Concepts Capital first reported a position in iShares Mortgage Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares Mortgage Real Estate ETF position peaked at $253K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.