Ranch Capital Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Ranch Capital 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	-1,622	Closed	-$59K	–	474
2021 Q3	$59K	Hold	1,622	–	–	0.04%	254
2021 Q2	$60K	Hold	1,622	–	–	0.04%	279
2021 Q1	$57K	Hold	1,622	–	–	0.04%	269
2020 Q4	$51K	Sell	1,622 -584	-26%	-$16.9K	0.04%	294
2020 Q3	$56K	Sell	2,206 -275	-11%	-$7.14K	0.05%	263
2020 Q2	$67K	Buy	2,481 +584	+31%	+$13.1K	0.05%	253
2020 Q1	$35K	Hold	1,897	–	–	0.03%	334
2019 Q4	$84K	Buy	+1,897	New	+$82.2K	0.07%	242

Other funds holding REM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ranch Capital Advisors's REM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 1,622 shares — an estimated $59K sold.

Ranch Capital Advisors first reported a position in REM in Q4 2019 and held it in 8 quarters. The position peaked at $84K in Q4 2019. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,622 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $59K.
Ranch Capital Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's iShares Mortgage Real Estate ETF position peaked at $84K in Q4 2019.
158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.