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Plante Moran Financial Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-2,100
Closed -$56K – 1035
2022
Q2 		$56K Buy
+2,100
New +$62.1K 0.01% 301
2020
Q1 		– Sell
-603
Closed -$27K – 814
2019
Q4 		$27K Buy
+603
New +$26.1K 0.01% 413

Other funds holding REM

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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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's REM Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 2,100 shares — an estimated $56K sold.

Plante Moran Financial Advisors first reported a position in REM in Q4 2019 and held it in 2 quarters. The position peaked at $56K in Q2 2022. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,100 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $56K.
  • Plante Moran Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $56K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.