Rebalance’s iShares Mortgage Real Estate ETF REM Stock Holding History

Rebalance’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	-3,911	Closed	-$88.7K	–	123
2022 Q4	$88.7K	Buy	+3,911	New	+$91.1K	0.01%	93

Other funds holding REM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

FWL Investment Management Dallas, Texas $545M AUM 64.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rebalance's REM Position: Q1 2023 in Review

Rebalance sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2023, closing a stake of 3,911 shares — an estimated $88.7K sold.

Rebalance first reported a position in REM in Q4 2022 and held it in 1 quarter. The position peaked at $88.7K in Q4 2022. 119 funds tracked by Wall St. Rank hold REM as of Q1 2023.

Rebalance reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Rebalance sold 3,911 iShares Mortgage Real Estate ETF shares in Q1 2023, an estimated $88.7K.
Rebalance first reported a position in iShares Mortgage Real Estate ETF in Q4 2022 and held it in 1 quarter.
Rebalance's iShares Mortgage Real Estate ETF position peaked at $88.7K in Q4 2022.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.