Retirement Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Retirement 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
2024 Q1	$720	Hold	31	–	–	﹤0.01%	743
2023 Q4	$731	Hold	31	–	–	﹤0.01%	724
2023 Q3	$693	Hold	31	–	–	﹤0.01%	665
2023 Q2	$732	Hold	31	–	–	﹤0.01%	691
2023 Q1	$1K	Hold	31	–	–	﹤0.01%	654
2022 Q4	$1K	Hold	31	–	–	﹤0.01%	591
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	448
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	700
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	702
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	675
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	590
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	631
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	700
2020 Q4	$0	Hold	31	–	–	﹤0.01%	723
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	627
2020 Q2	$1K	Buy	+31	New	+$694	﹤0.01%	612
2019 Q4	$1K	Buy	+31	New	+$1.34K	﹤0.01%	615

Other funds holding REM

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

VAG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Group's REM Position: Q1 2024 in Review

Retirement Group held its iShares Mortgage Real Estate ETF (REM) position steady in Q1 2024 at 31 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Retirement Group first reported a position in REM in Q4 2019 and has held it in 17 quarters since. The position peaked at $1K in Q1 2023. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

Retirement Group held 31 shares of iShares Mortgage Real Estate ETF worth $720 as of Q1 2024.
Retirement Group left its iShares Mortgage Real Estate ETF share count unchanged in Q1 2024.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #743 holding.
Retirement Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Mortgage Real Estate ETF position peaked at $1K in Q1 2023.
127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.