Farther Finance Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Farther Finance 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
2026 Q2	$10.7K	Sell	487 -5,627	-92%	-$125K	﹤0.01%	4374
2026 Q1	$131K	Buy	6,114 +5,084	+494%	+$114K	﹤0.01%	2314
2025 Q4	$22.8K	Buy	1,030 +1	+0.1%	+$22	﹤0.01%	3351
2025 Q3	$22.6K	Sell	1,029 -499	-33%	-$11.1K	﹤0.01%	2962
2025 Q2	$32.7K	Buy	1,528 +1,078	+240%	+$22.6K	﹤0.01%	2365
2025 Q1	$10.1K	Sell	450 -224	-33%	-$5.05K	﹤0.01%	2733
2024 Q4	$14.4K	Sell	674 -536	-44%	-$12.2K	﹤0.01%	2220
2024 Q3	$28.7K	Buy	+1,210	New	+$28.4K	﹤0.01%	1920

Other funds holding REM

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Farther Finance Advisors's REM Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 92% in Q2 2026, selling an estimated $125K and leaving 487 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

Farther Finance Advisors first reported a position in REM in Q3 2024 and has held it in 8 quarters since. The position peaked at $131K in Q1 2026. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Farther Finance Advisors held 487 shares of iShares Mortgage Real Estate ETF worth $10.7K as of Q2 2026.
Farther Finance Advisors sold 5,627 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $125K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4374 holding.
Farther Finance Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's iShares Mortgage Real Estate ETF position peaked at $131K in Q1 2026.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.