EWM
REM icon

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

Endowment Wealth Management’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 		$271K Buy
12,601
+114
+0.9% +$2.56K 0.12% 122
2025
Q4 		$277K Buy
12,487
+564
+5% +$12.5K 0.13% 111
2025
Q3 		$262K Buy
11,923
+2,358
+25% +$52.5K 0.12% 128
2025
Q2 		$205K Buy
+9,565
New +$201K 0.11% 144
2023
Q3 		– Sell
-9,026
Closed -$213K – 136
2023
Q2 		$213K Buy
+9,026
New +$198K 0.2% 121

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return