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Element Wealth’s iShares Mortgage Real Estate ETF REM Stock Holding History

Element Wealth’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
-1,154
Closed -$24.6K – 251
2024
Q4 		$24.6K Buy
1,154
+45
+4% +$1.02K 0.01% 222
2024
Q3 		$26.3K Buy
1,109
+25
+2% +$587 0.01% 213
2024
Q2 		$24K Sell
1,084
-1,271
-54% -$28.4K 0.01% 211
2024
Q1 		$54.7K Sell
2,355
-35
-1% -$792 0.03% 177
2023
Q4 		$56.4K Buy
2,390
+69
+3% +$1.52K 0.04% 168
2023
Q3 		$51.9K Hold
2,321
– – 0.04% 165
2023
Q2 		$54.8K Buy
2,321
+24
+1% +$525 0.04% 166
2023
Q1 		$50.2K Buy
2,297
+7
+0.3% +$167 0.04% 157
2022
Q4 		$52K Buy
+2,290
New +$53.4K 0.04% 150
2022
Q2 		– Sell
-2,197
Closed -$72K – 201
2022
Q1 		$72K Sell
2,197
-26
-1% -$856 0.06% 145
2021
Q4 		$77K Buy
2,223
+30
+1% +$1.1K 0.06% 128
2021
Q3 		$79K Buy
2,193
+5
+0.2% +$182 0.06% 122
2021
Q2 		$81K Buy
+2,188
New +$80.2K 0.06% 116

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

Element Wealth's REM Position: Q1 2025 in Review

Element Wealth sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 1,154 shares — an estimated $24.6K sold.

Element Wealth first reported a position in REM in Q2 2021 and held it in 13 quarters. The position peaked at $81K in Q2 2021. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • Element Wealth reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 1,154 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $24.6K.
  • Element Wealth first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and held it in 13 quarters.
  • Element Wealth's iShares Mortgage Real Estate ETF position peaked at $81K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.