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CX Institutional’s iShares Mortgage Real Estate ETF REM Stock Holding History

CX Institutional’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
Q2 		$9K Sell
395
-4
-1% -$89 ﹤0.01% 1313
2026
Q1 		$9K Sell
399
-66
-14% -$1.48K ﹤0.01% 1317
2025
Q4 		$10K Buy
465
+71
+18% +$1.58K ﹤0.01% 1194
2025
Q3 		$9K Sell
394
-8
-2% -$178 ﹤0.01% 1214
2025
Q2 		$9K Buy
402
+5
+1% +$105 ﹤0.01% 1057
2025
Q1 		$9K Buy
+397
New +$8.96K ﹤0.01% 1029
2023
Q3 		– Sell
-38,515
Closed -$909K – 533
2023
Q2 		$909K Buy
38,515
+331
+0.9% +$7.24K 0.05% 289
2023
Q1 		$827K Buy
+38,184
New +$911K 0.04% 301
2022
Q3 		– Sell
-3,363
Closed -$90K – 987
2022
Q2 		$90K Buy
+3,363
New +$99.5K 0.01% 565
2021
Q4 		– Sell
-61,741
Closed -$2.23M – 785
2021
Q3 		$2.23M Buy
61,741
+58,252
+1,670% +$2.12M 0.18% 132
2021
Q2 		$130K Buy
3,489
+13
+0.4% +$476 0.01% 395
2021
Q1 		$122K Sell
3,476
-5,531
-61% -$185K 0.01% 356
2020
Q4 		$287K Sell
9,007
-345
-4% -$9.97K 0.03% 269
2020
Q3 		$241K Buy
9,352
+2,064
+28% +$53.6K 0.03% 251
2020
Q2 		$181K Buy
7,288
+1,516
+26% +$34K 0.02% 242
2020
Q1 		$108K Buy
5,772
+1,132
+24% +$45.5K 0.02% 262
2019
Q4 		$207K Sell
4,640
-13
-0.3% -$563 0.04% 195
2019
Q3 		$196K Buy
4,653
+178
+4% +$7.51K 0.03% 216
2019
Q2 		$189K Buy
4,475
+2,219
+98% +$95.2K 0.03% 225
2019
Q1 		$98K Buy
2,256
+1,623
+256% +$69.7K 0.02% 276
2018
Q4 		$25K Sell
633
-617
-49% -$26.2K 0.01% 306
2018
Q3 		$54K Buy
1,250
+827
+196% +$36.9K 0.02% 180
2018
Q2 		$18K Buy
+423
New +$18.3K 0.01% 204

Other funds holding REM

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional's REM Position: Q2 2026 in Review

CX Institutional reduced its iShares Mortgage Real Estate ETF (REM) stake by 1% in Q2 2026, selling an estimated $89 and leaving 395 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

CX Institutional first reported a position in REM in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.23M in Q3 2021. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • CX Institutional held 395 shares of iShares Mortgage Real Estate ETF worth $9K as of Q2 2026.
  • CX Institutional sold 4 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $89.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1313 holding.
  • CX Institutional first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and has held it in 23 quarters since.
  • CX Institutional's iShares Mortgage Real Estate ETF position peaked at $2.23M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.