Selective Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Selective Wealth Management’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-63	Closed	-$7K	–	785
2021 Q4	$7K	Hold	63	–	–	﹤0.01%	524
2021 Q3	$7K	Sell	63 -211	-77%	-$22.4K	﹤0.01%	466
2021 Q2	$23K	Hold	274	–	–	0.02%	265
2021 Q1	$21K	Hold	274	–	–	0.02%	188
2020 Q4	$18K	Hold	274	–	–	0.01%	194
2020 Q3	$10K	Hold	274	–	–	0.01%	205
2020 Q2	$9K	Hold	274	–	–	0.01%	248
2020 Q1	$8K	Buy	+274	New	+$9.86K	0.01%	170

Other funds holding REMX

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Selective Wealth Management's REMX Position: Q1 2022 in Review

Selective Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2022, closing a stake of 63 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in REMX in Q1 2020 and held it in 8 quarters. The position peaked at $23K in Q2 2021. 185 funds tracked by Wall St. Rank hold REMX as of Q1 2022.

Selective Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 63 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2022, an estimated $7K.
Selective Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2020 and held it in 8 quarters.
Selective Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $23K in Q2 2021.
185 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.