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 Q2	$319K	Hold	14,450	–	–	0.03%	222
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Financial Partners's REM Position: Q2 2026 in Review

Cascade Financial Partners held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 14,450 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #222.

Cascade Financial Partners first reported a position in REM in Q1 2024 and has held it in 10 quarters since. The position peaked at $411K in Q4 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Cascade Financial Partners held 14,450 shares of iShares Mortgage Real Estate ETF worth $319K as of Q2 2026.
Cascade Financial Partners left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #222 holding.
Cascade Financial Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares Mortgage Real Estate ETF position peaked at $411K in Q4 2024.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.