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

Cerity 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
2025
Q2 		– Sell
-11,135
Closed -$250K – 2736
2025
Q1 		$250K Hold
11,135
– – ﹤0.01% 2112
2024
Q4 		$238K Sell
11,135
-10
-0.1% -$227 ﹤0.01% 2158
2024
Q3 		$264K Hold
11,145
– – ﹤0.01% 2144
2024
Q2 		$247K Buy
+11,145
New +$249K ﹤0.01% 1920
2022
Q2 		– Sell
-6,414
Closed -$210K – 1230
2022
Q1 		$210K Sell
6,414
-28
-0.4% -$922 ﹤0.01% 852
2021
Q4 		$222K Buy
+6,442
New +$235K ﹤0.01% 896

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BNP Paribas Financial Markets
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Osaic Holdings
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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Cerity Partners's REM Position: Q2 2025 in Review

Cerity Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 11,135 shares — an estimated $250K sold.

Cerity Partners first reported a position in REM in Q4 2021 and held it in 6 quarters. The position peaked at $264K in Q3 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

  • Cerity Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 11,135 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $250K.
  • Cerity Partners first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and held it in 6 quarters.
  • Cerity Partners's iShares Mortgage Real Estate ETF position peaked at $264K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.