Cynosure Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Cynosure 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
2026 Q2	–	Sell	-131,605	Closed	-$2.83M	–	242
2026 Q1	$2.83M	Buy	131,605 +7,081	+6%	+$159K	0.35%	37
2025 Q4	$2.76M	Sell	124,524 -10,445	-8%	-$232K	0.28%	38
2025 Q3	$2.97M	Sell	134,969 -26,525	-16%	-$591K	0.32%	38
2025 Q2	$3.45M	Buy	161,494 +33,231	+26%	+$698K	0.39%	32
2025 Q1	$2.88M	Buy	128,263 +29,030	+29%	+$655K	0.4%	33
2024 Q4	$2.12M	Buy	99,233 +1,286	+1%	+$29.2K	0.32%	43
2024 Q3	$2.32M	Buy	97,947 +415	+0.4%	+$9.75K	0.34%	43
2024 Q2	$2.16M	Buy	97,532 +27,674	+40%	+$618K	0.35%	41
2024 Q1	$1.62M	Buy	69,858 +4,111	+6%	+$93.1K	0.29%	44
2023 Q4	$1.55M	Buy	65,747 +32,327	+97%	+$714K	0.28%	74
2023 Q3	$747K	Hold	33,420	–	–	0.23%	86
2023 Q2	$789K	Buy	+33,420	New	+$731K	0.24%	87

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cynosure Group's REM Position: Q2 2026 in Review

Cynosure Group sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2026, closing a stake of 131,605 shares — an estimated $2.83M sold.

Cynosure Group first reported a position in REM in Q2 2023 and held it in 12 quarters. The position peaked at $3.45M in Q2 2025. 111 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Cynosure Group reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 131,605 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $2.83M.
Cynosure Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and held it in 12 quarters.
Cynosure Group's iShares Mortgage Real Estate ETF position peaked at $3.45M in Q2 2025.
111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.