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Ropes Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-659
Closed -$21K – 665
2020
Q4 		$21K Buy
+659
New +$19K ﹤0.01% 479

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ropes Wealth Advisors's REM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2021, closing a stake of 659 shares — an estimated $21K sold.

Ropes Wealth Advisors first reported a position in REM in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 178 funds tracked by Wall St. Rank hold REM as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 659 iShares Mortgage Real Estate ETF shares in Q1 2021, an estimated $21K.
  • Ropes Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $21K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.