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

EverSource Wealth Advisors’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
-200
Closed -$4.27K – 4157
2024
Q4 		$4.27K Hold
200
– – ﹤0.01% 2422
2024
Q3 		$4.75K Hold
200
– – ﹤0.01% 2247
2024
Q2 		$4.72K Hold
200
– – ﹤0.01% 2239
2024
Q1 		$4.37K Hold
200
– – ﹤0.01% 2105
2023
Q4 		$4.72K Hold
200
– – ﹤0.01% 1884
2023
Q3 		$4.47K Hold
200
– – ﹤0.01% 1744
2023
Q2 		$4.72K Hold
200
– – ﹤0.01% 1750
2023
Q1 		$4.37K Buy
+200
New +$4.77K ﹤0.01% 1687

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

EverSource Wealth Advisors's REM Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 200 shares — an estimated $4.27K sold.

EverSource Wealth Advisors first reported a position in REM in Q1 2023 and held it in 8 quarters. The position peaked at $4.75K in Q3 2024. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 200 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $4.27K.
  • EverSource Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2023 and held it in 8 quarters.
  • EverSource Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $4.75K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.