Advisornet Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History

Advisornet Financial’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
2026 Q1	$6.19M	Buy	288,470 +6,577	+2%	+$148K	0.32%	71
2025 Q4	$6.25M	Buy	+281,893	New	+$6.27M	0.33%	68
2022 Q2	–	Sell	-2,000	Closed	-$65K	–	2110
2022 Q1	$65K	Hold	2,000	–	–	﹤0.01%	883
2021 Q4	$69K	Hold	2,000	–	–	﹤0.01%	913
2021 Q3	$72K	Hold	2,000	–	–	0.01%	898
2021 Q2	$74K	Hold	2,000	–	–	﹤0.01%	870
2021 Q1	$71K	Hold	2,000	–	–	0.01%	850
2020 Q4	$64K	Hold	2,000	–	–	0.01%	806
2020 Q3	$52K	Hold	2,000	–	–	﹤0.01%	840
2020 Q2	$50K	Hold	2,000	–	–	﹤0.01%	860
2020 Q1	$37K	Buy	+2,000	New	+$80.4K	﹤0.01%	894

Other funds holding REM

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

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