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

Ethos Financial 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 		$247K Hold
11,275
– – 0.02% 516
2026
Q1 		$242K Hold
11,275
– – 0.02% 448
2025
Q4 		$250K Buy
+11,275
New +$251K 0.02% 427

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ethos Financial Group's REM Position: Q2 2026 in Review

Ethos Financial Group held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 11,275 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #516.

Ethos Financial Group first reported a position in REM in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Ethos Financial Group held 11,275 shares of iShares Mortgage Real Estate ETF worth $247K as of Q2 2026.
  • Ethos Financial Group left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
  • iShares Mortgage Real Estate ETF made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #516 holding.
  • Ethos Financial Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's iShares Mortgage Real Estate ETF position peaked at $250K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.