CFD
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Creative Financial Designs’s iShares Mortgage Real Estate ETF REM Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-26
Closed -$555 – 2116
2024
Q4 		$555 Hold
26
– – ﹤0.01% 1733
2024
Q3 		$617 Hold
26
– – ﹤0.01% 1616
2024
Q2 		$576 Sell
26
-236
-90% -$5.27K ﹤0.01% 1575
2024
Q1 		$6.09K Sell
262
-2,022
-89% -$45.8K ﹤0.01% 1268
2023
Q4 		$53.9K Sell
2,284
-419
-16% -$9.25K 0.01% 670
2023
Q3 		$60.4K Buy
2,703
+42
+2% +$999 0.01% 585
2023
Q2 		$62.8K Hold
2,661
– – 0.01% 582
2023
Q1 		$58.1K Hold
2,661
– – 0.01% 563
2022
Q4 		$60.4K Buy
2,661
+236
+10% +$5.5K 0.01% 537
2022
Q3 		$51K Sell
2,425
-236
-9% -$6.63K 0.01% 550
2022
Q2 		$71K Buy
2,661
+116
+5% +$3.43K 0.01% 489
2022
Q1 		$83K Hold
2,545
– – 0.01% 457
2021
Q4 		$88K Sell
2,545
-94
-4% -$3.43K 0.01% 456
2021
Q3 		$95K Sell
2,639
-33
-1% -$1.2K 0.02% 448
2021
Q2 		$99K Sell
2,672
-40
-1% -$1.47K 0.02% 446
2021
Q1 		$96K Hold
2,712
– – 0.02% 421
2020
Q4 		$86K Hold
2,712
– – 0.02% 409
2020
Q3 		$70K Buy
2,712
+690
+34% +$17.9K 0.02% 406
2020
Q2 		$50K Buy
+2,022
New +$45.3K 0.02% 418

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

Creative Financial Designs's REM Position: Q1 2025 in Review

Creative Financial Designs sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 26 shares — an estimated $555 sold.

Creative Financial Designs first reported a position in REM in Q2 2020 and held it in 19 quarters. The position peaked at $99K in Q2 2021. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • Creative Financial Designs reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 26 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $555.
  • Creative Financial Designs first reported a position in iShares Mortgage Real Estate ETF in Q2 2020 and held it in 19 quarters.
  • Creative Financial Designs's iShares Mortgage Real Estate ETF position peaked at $99K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.