FAS Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

FAS Wealth Partners’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	$9.07K	Hold	422	–	–	﹤0.01%	464
2025 Q4	$9.37K	Hold	422	–	–	﹤0.01%	459
2025 Q3	$9.28K	Hold	422	–	–	﹤0.01%	429
2025 Q2	$9.03K	Hold	422	–	–	﹤0.01%	420
2025 Q1	$9.48K	Buy	422 +2	+0.5%	+$45	﹤0.01%	391
2024 Q4	$8.97K	Buy	420 +16	+4%	+$363	﹤0.01%	397
2024 Q3	$9.58K	Buy	404 +9	+2%	+$211	﹤0.01%	407
2024 Q2	$8.75K	Hold	395	–	–	﹤0.01%	403
2024 Q1	$9.17K	Hold	395	–	–	﹤0.01%	409
2023 Q4	$9.31K	Hold	395	–	–	﹤0.01%	398
2023 Q3	$8.82K	Buy	+395	New	+$9.39K	﹤0.01%	393

Other funds holding REM

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return