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 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

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

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

ECM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cynosure Group's REM Position: Q1 2026 in Review

Cynosure Group increased its iShares Mortgage Real Estate ETF (REM) stake by 5.7% in Q1 2026, buying an estimated $159K and bringing the position to 131,605 shares worth $2.83M. The position accounts for 0.35% of the portfolio, ranked #37.

Cynosure Group first reported a position in REM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.45M in Q2 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

Cynosure Group held 131,605 shares of iShares Mortgage Real Estate ETF worth $2.83M as of Q1 2026.
Cynosure Group bought 7,081 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $159K.
iShares Mortgage Real Estate ETF made up 0.35% of Cynosure Group's portfolio in Q1 2026, its #37 holding.
Cynosure Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's iShares Mortgage Real Estate ETF position peaked at $3.45M in Q2 2025.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.