AWM
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AE Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

AE Wealth Management’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
Q2 		$517K Buy
23,448
+5,821
+33% +$129K ﹤0.01% 1204
2026
Q1 		$378K Sell
17,627
-5,895
-25% -$132K ﹤0.01% 1253
2025
Q4 		$522K Sell
23,522
-420
-2% -$9.34K ﹤0.01% 1036
2025
Q3 		$526K Sell
23,942
-5,483
-19% -$122K ﹤0.01% 956
2025
Q2 		$629K Buy
29,425
+840
+3% +$17.6K ﹤0.01% 845
2025
Q1 		$641K Sell
28,585
-1,716
-6% -$38.7K 0.01% 844
2024
Q4 		$647K Buy
30,301
+219
+0.7% +$4.97K 0.01% 824
2024
Q3 		$714K Buy
30,082
+223
+0.7% +$5.24K 0.01% 792
2024
Q2 		$662K Sell
29,859
-678
-2% -$15.1K 0.01% 807
2024
Q1 		$710K Sell
30,537
-217,222
-88% -$4.92M 0.01% 737
2023
Q4 		$5.82M Buy
247,759
+20,313
+9% +$448K 0.03% 550
2023
Q3 		$5.08M Buy
227,446
+194,304
+586% +$4.62M 0.03% 535
2023
Q2 		$782K Sell
33,142
-1,917
-5% -$42K ﹤0.01% 1181
2023
Q1 		$766K Buy
35,059
+1,450
+4% +$34.6K ﹤0.01% 1153
2022
Q4 		$763K Sell
33,609
-43,747
-57% -$1.02M 0.01% 1105
2022
Q3 		$1.62M Buy
77,356
+31,801
+70% +$893K 0.01% 771
2022
Q2 		$1.22M Buy
45,555
+2,087
+5% +$61.8K 0.01% 824
2022
Q1 		$1.42M Buy
43,468
+5,539
+15% +$182K 0.01% 804
2021
Q4 		$1.31M Sell
37,929
-6,527
-15% -$238K 0.01% 839
2021
Q3 		$1.61M Sell
44,456
-59,964
-57% -$2.18M 0.01% 716
2021
Q2 		$3.88M Buy
104,420
+87,888
+532% +$3.22M 0.03% 438
2021
Q1 		$583K Sell
16,532
-962
-5% -$32.2K 0.01% 961
2020
Q4 		$557K Sell
17,494
-2,605
-13% -$75.3K 0.01% 923
2020
Q3 		$518K Sell
20,099
-6,899
-26% -$179K 0.01% 875
2020
Q2 		$671K Buy
26,998
+4,553
+20% +$102K 0.01% 753
2020
Q1 		$420K Buy
22,445
+9,665
+76% +$389K 0.01% 740
2019
Q4 		$569K Buy
12,780
+2,295
+22% +$99.4K 0.01% 699
2019
Q3 		$442K Buy
10,485
+530
+5% +$22.4K 0.01% 658
2019
Q2 		$420K Buy
9,955
+2,527
+34% +$108K 0.01% 637
2019
Q1 		$322K Buy
+7,428
New +$319K 0.02% 440

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AE Wealth Management's REM Position: Q2 2026 in Review

AE Wealth Management increased its iShares Mortgage Real Estate ETF (REM) stake by 33% in Q2 2026, buying an estimated $129K and bringing the position to 23,448 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

AE Wealth Management first reported a position in REM in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.82M in Q4 2023. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • AE Wealth Management held 23,448 shares of iShares Mortgage Real Estate ETF worth $517K as of Q2 2026.
  • AE Wealth Management bought 5,821 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $129K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • AE Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's iShares Mortgage Real Estate ETF position peaked at $5.82M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.