TRUE Private Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

TRUE Private Wealth 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 Q2	–	Sell	-14,146	Closed	-$329K	–	291
2024 Q1	$329K	Buy	14,146 +72	+0.5%	+$1.63K	0.04%	222
2023 Q4	$332K	Sell	14,074 -289	-2%	-$6.38K	0.04%	211
2023 Q3	$321K	Hold	14,363	–	–	0.04%	183
2023 Q2	$339K	Buy	14,363 +343	+2%	+$7.51K	0.05%	160
2023 Q1	$306K	Buy	14,020 +99	+0.7%	+$2.36K	0.05%	164
2022 Q4	$316K	Buy	13,921 +592	+4%	+$13.8K	0.05%	156
2022 Q3	$279K	Buy	+13,329	New	+$374K	0.04%	158

Other funds holding REM

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

WAM

WNY Asset Management Williamsville, New York $967M AUM

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VAG

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

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

TRUE Private Wealth Advisors's REM Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2024, closing a stake of 14,146 shares — an estimated $329K sold.

TRUE Private Wealth Advisors first reported a position in REM in Q3 2022 and held it in 7 quarters. The position peaked at $339K in Q2 2023. 121 funds tracked by Wall St. Rank hold REM as of Q2 2024.

TRUE Private Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 14,146 iShares Mortgage Real Estate ETF shares in Q2 2024, an estimated $329K.
TRUE Private Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2022 and held it in 7 quarters.
TRUE Private Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $339K in Q2 2023.
121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.