CIBC Private Wealth Group
REM icon

CIBC Private Wealth Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

CIBC Private Wealth Group’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
-150
Closed -$2.91K – 3271
2025
Q1 		$2.91K Buy
+150
New +$3.38K ﹤0.01% 2601
2018
Q3 		– Sell
-250
Closed -$11K – 1547
2018
Q2 		$11K Sell
250
-1,106
-82% -$47.9K ﹤0.01% 1543
2018
Q1 		$58K Hold
1,356
– – ﹤0.01% 1125
2017
Q4 		$61K Buy
+1,356
New +$62.3K ﹤0.01% 1126

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CIBC Private Wealth Group's REM Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 150 shares — an estimated $2.91K sold.

CIBC Private Wealth Group first reported a position in REM in Q4 2017 and held it in 4 quarters. The position peaked at $61K in Q4 2017. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 150 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $2.91K.
  • CIBC Private Wealth Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 4 quarters.
  • CIBC Private Wealth Group's iShares Mortgage Real Estate ETF position peaked at $61K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.