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

Reilly 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
2021 Q4	$33K	Buy	950 +450	+90%	+$16.4K	﹤0.01%	478
2021 Q3	$18K	Hold	500	–	–	﹤0.01%	546
2021 Q2	$19K	Hold	500	–	–	﹤0.01%	558
2021 Q1	$18K	Hold	500	–	–	﹤0.01%	562
2020 Q4	$16K	Hold	500	–	–	﹤0.01%	537
2020 Q3	$13K	Hold	500	–	–	﹤0.01%	526
2020 Q2	$12K	Hold	500	–	–	﹤0.01%	541
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	571
2019 Q4	$22K	Hold	500	–	–	﹤0.01%	481
2019 Q3	$21K	Hold	500	–	–	﹤0.01%	495
2019 Q2	$21K	Hold	500	–	–	﹤0.01%	523
2019 Q1	$22K	Hold	500	–	–	﹤0.01%	510
2018 Q4	$20K	Buy	+500	New	+$21.2K	﹤0.01%	491
2018 Q2	–	Sell	-500	Closed	-$21K	–	1024
2018 Q1	$21K	Hold	500	–	–	﹤0.01%	488
2017 Q4	$23K	Hold	500	–	–	﹤0.01%	479
2017 Q3	$23K	Hold	500	–	–	﹤0.01%	465
2017 Q2	$23K	Buy	+500	New	+$23.2K	﹤0.01%	474
2015 Q3	–	Sell	-235	Closed	-$10K	–	1370
2015 Q2	$10K	Buy	+235	New	+$10.9K	﹤0.01%	871
2015 Q1	–	Sell	-334	Closed	-$15K	–	1362
2014 Q4	$15K	Buy	+334	New	+$16.4K	﹤0.01%	449
2014 Q1	–	Sell	-671	Closed	-$31K	–	844
2013 Q4	$31K	Buy	671 +337	+101%	+$15.9K	0.01%	322
2013 Q3	$16K	Buy	334 +24	+8%	+$1.17K	﹤0.01%	383
2013 Q2	$16K	Buy	+310	New	+$18.1K	﹤0.01%	384

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

Reilly Financial Advisors's REM Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares Mortgage Real Estate ETF (REM) stake by 90% in Q4 2021, buying an estimated $16.4K and bringing the position to 950 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Reilly Financial Advisors first reported a position in REM in Q2 2013 and has held it in 22 quarters since. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

Reilly Financial Advisors held 950 shares of iShares Mortgage Real Estate ETF worth $33K as of Q4 2021.
Reilly Financial Advisors bought 450 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $16.4K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #478 holding.
Reilly Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and has held it in 22 quarters since.
158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.