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

West Wealth 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
2024
Q1 		– Sell
-8,914
Closed -$210K – 87
2023
Q4 		$210K Sell
8,914
-8,680
-49% -$192K 0.08% 80
2023
Q3 		$393K Sell
17,594
-1,569
-8% -$37.3K 0.17% 49
2023
Q2 		$452K Buy
+19,163
New +$419K 0.19% 39

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

West Wealth Group's REM Position: Q1 2024 in Review

West Wealth Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2024, closing a stake of 8,914 shares — an estimated $210K sold.

West Wealth Group first reported a position in REM in Q2 2023 and held it in 3 quarters. The position peaked at $452K in Q2 2023. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

  • West Wealth Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 8,914 iShares Mortgage Real Estate ETF shares in Q1 2024, an estimated $210K.
  • West Wealth Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and held it in 3 quarters.
  • West Wealth Group's iShares Mortgage Real Estate ETF position peaked at $452K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.