EP Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

EP Wealth Advisors’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Buy	+2,024	New	+$197K	﹤0.01%	1536

Other funds holding REMX

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

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

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

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

EP Wealth Advisors's REMX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2026: 2,024 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings.

359 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

EP Wealth Advisors held 2,024 shares of VanEck Rare Earth/Strategic Metals ETF worth $179K as of Q2 2026.
VanEck Rare Earth/Strategic Metals ETF was a new EP Wealth Advisors position in Q2 2026.
VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1536 holding.
359 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.