Sowell Financial Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-91,458	Closed	-$3.33M	–	2226
2021 Q1	$3.33M	Buy	91,458 +91,225	+39,152%	+$3.05M	0.12%	170
2020 Q4	$7K	Hold	233	–	–	﹤0.01%	2174
2020 Q3	$6K	Hold	233	–	–	﹤0.01%	1959
2020 Q2	$6K	Sell	233 -463	-67%	-$10.4K	﹤0.01%	1853
2020 Q1	$13K	Sell	696 -5,151	-88%	-$207K	﹤0.01%	1537
2019 Q4	$260K	Buy	5,847 +2,089	+56%	+$90.5K	0.02%	631
2019 Q3	$158K	Buy	+3,758	New	+$159K	0.01%	708

Other funds holding REM

Citigroup New York $235B AUM 32.99% 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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Sowell Financial Services's REM Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 91,458 shares — an estimated $3.33M sold.

Sowell Financial Services first reported a position in REM in Q3 2019 and held it in 7 quarters. The position peaked at $3.33M in Q1 2021. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

Sowell Financial Services reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 91,458 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $3.33M.
Sowell Financial Services first reported a position in iShares Mortgage Real Estate ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Mortgage Real Estate ETF position peaked at $3.33M in Q1 2021.
180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.