Rehmann Capital Advisory Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-4,011	Closed	-$274K	–	566
2021 Q2	$274K	Sell	4,011 -3,371	-46%	-$124K	0.03%	457
2021 Q1	$260K	Buy	7,382 +11	+0.1%	+$368	0.03%	442
2020 Q4	$235K	Buy	+7,371	New	+$213K	0.03%	431
2019 Q3	–	Sell	-8,074	Closed	-$341K	–	2017
2019 Q2	$341K	Hold	8,074	–	–	0.04%	319
2019 Q1	$350K	Buy	+8,074	New	+$347K	0.05%	291
2018 Q4	–	Sell	-3,874	Closed	-$169K	–	2055
2018 Q3	$169K	Hold	3,874	–	–	0.02%	442
2018 Q2	$168K	Sell	3,874 -322	-8%	-$13.9K	0.02%	419
2018 Q1	$178K	Buy	+4,196	New	+$179K	0.03%	400
2016 Q4	–	Sell	-3,977	Closed	-$167K	–	395
2016 Q3	$167K	Buy	+3,977	New	+$169K	0.03%	355

Other funds holding REM

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

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

Rehmann Capital Advisory Group's REM Position: Q3 2021 in Review

Rehmann Capital Advisory Group sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2021, closing a stake of 4,011 shares — an estimated $274K sold.

Rehmann Capital Advisory Group first reported a position in REM in Q3 2016 and held it in 9 quarters. The position peaked at $350K in Q1 2019. 168 funds tracked by Wall St. Rank hold REM as of Q3 2021.

Rehmann Capital Advisory Group reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,011 iShares Mortgage Real Estate ETF shares in Q3 2021, an estimated $274K.
Rehmann Capital Advisory Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 9 quarters.
Rehmann Capital Advisory Group's iShares Mortgage Real Estate ETF position peaked at $350K in Q1 2019.
168 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2021, filed 16 Nov 2021.