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

Wealth Quarterback’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
Q3 		$1K Sell
15
-69
-82% -$2.51K ﹤0.01% 799
2021
Q2 		$4K Buy
+84
New +$3.08K ﹤0.01% 656

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Quarterback's REM Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares Mortgage Real Estate ETF (REM) stake by 82% in Q3 2021, selling an estimated $2.51K and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Wealth Quarterback first reported a position in REM in Q2 2021 and has held it in 2 quarters since. The position peaked at $4K in Q2 2021. 168 funds tracked by Wall St. Rank hold REM as of Q3 2021.

  • Wealth Quarterback held 15 shares of iShares Mortgage Real Estate ETF worth $1K as of Q3 2021.
  • Wealth Quarterback sold 69 iShares Mortgage Real Estate ETF shares in Q3 2021, an estimated $2.51K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #799 holding.
  • Wealth Quarterback first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's iShares Mortgage Real Estate ETF position peaked at $4K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.