Sugarloaf Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sugarloaf Wealth Management’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
2022 Q3	–	Sell	-118	Closed	-$3K	–	871
2022 Q2	$3K	Buy	118 +4	+4%	+$118	﹤0.01%	669
2022 Q1	$4K	Hold	114	–	–	﹤0.01%	598
2021 Q4	$4K	Buy	114 +3	+3%	+$110	﹤0.01%	622
2021 Q3	$4K	Buy	111 +1	+0.9%	+$36	﹤0.01%	634
2021 Q2	$4K	Sell	110 -247,251	-100%	-$9.06M	﹤0.01%	624
2021 Q1	$4	Buy	247,361 +247,255	+233,259%	+$8.28M	﹤0.01%	614
2020 Q4	$3K	Buy	106 +2	+2%	+$58	﹤0.01%	607
2020 Q3	$3K	Buy	104 +2	+2%	+$52	﹤0.01%	583
2020 Q2	$3K	Buy	+102	New	+$2.29K	﹤0.01%	576

Other funds holding REM

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

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

FAM

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Sugarloaf Wealth Management's REM Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 118 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in REM in Q2 2020 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

Sugarloaf Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 118 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $3K.
Sugarloaf Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2020 and held it in 9 quarters.
Sugarloaf Wealth Management's iShares Mortgage Real Estate ETF position peaked at $4K in Q1 2022.
111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.