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

Copperwynd 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
2025 Q2	–	Sell	-113,510	Closed	-$2.55M	–	165
2025 Q1	$2.55M	Buy	+113,510	New	+$2.56M	0.7%	30
2024 Q1	–	Sell	-80,310	Closed	-$1.89M	–	149
2023 Q4	$1.89M	Buy	+80,310	New	+$1.77M	0.75%	23
2021 Q3	–	Sell	-41,986	Closed	-$1.56M	–	124
2021 Q2	$1.56M	Buy	41,986 +1,341	+3%	+$49.1K	0.66%	24
2021 Q1	$1.43M	Sell	40,645 -3,916	-9%	-$131K	0.64%	24
2020 Q4	$1.42M	Buy	+44,561	New	+$1.29M	0.69%	24

Other funds holding REM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ECM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Copperwynd Financial's REM Position: Q2 2025 in Review

Copperwynd Financial sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 113,510 shares — an estimated $2.55M sold.

Copperwynd Financial first reported a position in REM in Q4 2020 and held it in 5 quarters. The position peaked at $2.55M in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

Copperwynd Financial reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Copperwynd Financial sold 113,510 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $2.55M.
Copperwynd Financial first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 5 quarters.
Copperwynd Financial's iShares Mortgage Real Estate ETF position peaked at $2.55M in Q1 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.