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Weaver Consulting Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-2,305
Closed -$59K – 711
2020
Q3 		$59K Sell
2,305
-135
-6% -$3.51K 0.03% 246
2020
Q2 		$61K Buy
2,440
+890
+57% +$19.9K 0.04% 233
2020
Q1 		$29K Sell
1,550
-2,831
-65% -$114K 0.02% 282
2019
Q4 		$185K Buy
4,381
+2,881
+192% +$125K 0.1% 120
2019
Q3 		$65K Hold
1,500
– – 0.03% 207
2019
Q2 		$63K Hold
1,500
– – 0.03% 198
2019
Q1 		$63K Buy
+1,500
New +$64.4K 0.02% 422

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Weaver Consulting Group's REM Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2020, closing a stake of 2,305 shares — an estimated $59K sold.

Weaver Consulting Group first reported a position in REM in Q1 2019 and held it in 7 quarters. The position peaked at $185K in Q4 2019. 176 funds tracked by Wall St. Rank hold REM as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 2,305 iShares Mortgage Real Estate ETF shares in Q4 2020, an estimated $59K.
  • Weaver Consulting Group first reported a position in iShares Mortgage Real Estate ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Mortgage Real Estate ETF position peaked at $185K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.