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

WESPAC Advisors SoCal’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
2022
Q1 		– Sell
-7,450
Closed -$252K – 86
2021
Q4 		$252K Hold
7,450
– – 0.08% 78
2021
Q3 		$275K Sell
7,450
-2,000
-21% -$72.8K 0.09% 80
2021
Q2 		$351K Buy
+9,450
New +$346K 0.12% 76

Other funds holding REM

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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WESPAC Advisors SoCal's REM Position: Q1 2022 in Review

WESPAC Advisors SoCal sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2022, closing a stake of 7,450 shares — an estimated $252K sold.

WESPAC Advisors SoCal first reported a position in REM in Q2 2021 and held it in 3 quarters. The position peaked at $351K in Q2 2021. 148 funds tracked by Wall St. Rank hold REM as of Q1 2022.

  • WESPAC Advisors SoCal reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 7,450 iShares Mortgage Real Estate ETF shares in Q1 2022, an estimated $252K.
  • WESPAC Advisors SoCal first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and held it in 3 quarters.
  • WESPAC Advisors SoCal's iShares Mortgage Real Estate ETF position peaked at $351K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2022.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2022, filed 19 May 2022.