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

Clarity Financial’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 		– Sell
-246,757
Closed -$5.47M – 131
2025
Q4 		$5.47M Sell
246,757
-10,028
-4% -$223K 0.51% 36
2025
Q3 		$5.64M Buy
256,785
+111,766
+77% +$2.49M 0.56% 35
2025
Q2 		$3.1M Sell
145,019
-99,928
-41% -$2.1M 0.33% 42
2025
Q1 		$5.5M Buy
244,947
+35,655
+17% +$804K 0.63% 36
2024
Q4 		$4.47M Buy
209,292
+99,699
+91% +$2.26M 0.53% 41
2024
Q3 		$2.6M Buy
109,593
+95,557
+681% +$2.24M 0.3% 48
2024
Q2 		$311K Buy
14,036
+2,347
+20% +$52.4K 0.05% 94
2024
Q1 		$272K Sell
11,689
-1,364
-10% -$30.9K 0.04% 103
2023
Q4 		$308K Buy
13,053
+1,785
+16% +$39.4K 0.05% 86
2023
Q3 		$252K Sell
11,268
-916
-8% -$21.8K 0.04% 103
2023
Q2 		$288K Buy
+12,184
New +$267K 0.04% 89
2023
Q1 		– Sell
-32,189
Closed -$730K – 80
2022
Q4 		$730K Buy
32,189
+6,024
+23% +$140K 0.14% 49
2022
Q3 		$548K Buy
+26,165
New +$735K 0.13% 55

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Clarity Financial's REM Position: Q1 2026 in Review

Clarity Financial sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 246,757 shares — an estimated $5.47M sold.

Clarity Financial first reported a position in REM in Q3 2022 and held it in 13 quarters. The position peaked at $5.64M in Q3 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Clarity Financial reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Financial sold 246,757 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $5.47M.
  • Clarity Financial first reported a position in iShares Mortgage Real Estate ETF in Q3 2022 and held it in 13 quarters.
  • Clarity Financial's iShares Mortgage Real Estate ETF position peaked at $5.64M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Clarity Financial's 13F filing for Q1 2026, filed 4 May 2026.