RIL
REM icon

Rothschild Investment LLC’s iShares Mortgage Real Estate ETF REM Stock Holding History

Rothschild Investment LLC’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
Q3 		– Sell
-15
Closed -$334 – 2965
2024
Q2 		$334 Hold
15
– – ﹤0.01% 2243
2024
Q1 		$343 Hold
15
– – ﹤0.01% 1501
2023
Q4 		$346 Buy
+15
New +$331 ﹤0.01% 1251

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rothschild Investment LLC's REM Position: Q3 2024 in Review

Rothschild Investment LLC sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2024, closing a stake of 15 shares — an estimated $334 sold.

Rothschild Investment LLC first reported a position in REM in Q4 2023 and held it in 3 quarters. The position peaked at $346 in Q4 2023. 128 funds tracked by Wall St. Rank hold REM as of Q3 2024.

  • Rothschild Investment LLC reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 15 iShares Mortgage Real Estate ETF shares in Q3 2024, an estimated $334.
  • Rothschild Investment LLC first reported a position in iShares Mortgage Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • Rothschild Investment LLC's iShares Mortgage Real Estate ETF position peaked at $346 in Q4 2023.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.