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Bright Futures Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-14,889
Closed -$340K – 206
2024
Q3 		$340K Buy
14,889
+1,451
+11% +$34.1K 0.16% 151
2024
Q2 		$310K Buy
13,438
+4,110
+44% +$91.8K 0.17% 152
2024
Q1 		$205K Buy
+9,328
New +$211K 0.11% 198

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Bright Futures Wealth Management's REM Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2024, closing a stake of 14,889 shares — an estimated $340K sold.

Bright Futures Wealth Management first reported a position in REM in Q1 2024 and held it in 3 quarters. The position peaked at $340K in Q3 2024. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 14,889 iShares Mortgage Real Estate ETF shares in Q4 2024, an estimated $340K.
  • Bright Futures Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's iShares Mortgage Real Estate ETF position peaked at $340K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.