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

Cascade Financial Partners’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	$310K	Hold	14,450	–	–	0.03%	205
2025 Q4	$321K	Hold	14,450	–	–	0.03%	199
2025 Q3	$317K	Sell	14,450 -3,000	-17%	-$66.8K	0.04%	199
2025 Q2	$373K	Hold	17,450	–	–	0.04%	182
2025 Q1	$392K	Sell	17,450 -1,800	-9%	-$40.6K	0.05%	173
2024 Q4	$411K	Buy	19,250 +4,095	+27%	+$92.9K	0.05%	155
2024 Q3	$346K	Sell	15,155 -1,041	-6%	-$24.4K	0.04%	174
2024 Q2	$359K	Hold	16,196	–	–	0.05%	164
2024 Q1	$352K	Buy	+16,196	New	+$367K	0.05%	165

Other funds holding REM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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 $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cascade Financial Partners's REM Position: Q1 2026 in Review

Cascade Financial Partners held its iShares Mortgage Real Estate ETF (REM) position steady in Q1 2026 at 14,450 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #205.

Cascade Financial Partners first reported a position in REM in Q1 2024 and has held it in 9 quarters since. The position peaked at $411K in Q4 2024. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

Cascade Financial Partners held 14,450 shares of iShares Mortgage Real Estate ETF worth $310K as of Q1 2026.
Cascade Financial Partners left its iShares Mortgage Real Estate ETF share count unchanged in Q1 2026.
iShares Mortgage Real Estate ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #205 holding.
Cascade Financial Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Mortgage Real Estate ETF position peaked at $411K in Q4 2024.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.