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

Sunesis 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
2024
Q1 		– Sell
-12,642
Closed -$298K – 71
2023
Q4 		$298K Hold
12,642
– – 0.18% 52
2023
Q3 		$282K Buy
+12,642
New +$301K 0.2% 52
2023
Q1 		$276K Buy
+12,642
New +$302K 0.2% 56

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunesis Advisors's REM Position: Q1 2024 in Review

Sunesis Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2024, closing a stake of 12,642 shares — an estimated $298K sold.

Sunesis Advisors first reported a position in REM in Q1 2023 and held it in 3 quarters. The position peaked at $298K in Q4 2023. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

  • Sunesis Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 12,642 iShares Mortgage Real Estate ETF shares in Q1 2024, an estimated $298K.
  • Sunesis Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's iShares Mortgage Real Estate ETF position peaked at $298K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.