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

SVB Wealth’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
2023 Q2	–	Sell	-41,470	Closed	-$906K	–	992
2023 Q1	$906K	Hold	41,470	–	–	0.01%	394
2022 Q4	$941K	Buy	+41,470	New	+$966K	0.01%	415
2020 Q1	–	Sell	-10,000	Closed	-$445K	–	672
2019 Q4	$445K	Buy	+10,000	New	+$433K	0.01%	435

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

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

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

FIM

FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SVB Wealth's REM Position: Q2 2023 in Review

SVB Wealth sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2023, closing a stake of 41,470 shares — an estimated $906K sold.

SVB Wealth first reported a position in REM in Q4 2019 and held it in 3 quarters. The position peaked at $941K in Q4 2022. 118 funds tracked by Wall St. Rank hold REM as of Q2 2023.

SVB Wealth reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 41,470 iShares Mortgage Real Estate ETF shares in Q2 2023, an estimated $906K.
SVB Wealth first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and held it in 3 quarters.
SVB Wealth's iShares Mortgage Real Estate ETF position peaked at $941K in Q4 2022.
118 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.