First Foundation Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

First Foundation 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 Q1	$912K	Buy	42,478 +8	+0%	+$180	0.04%	188
2025 Q4	$942K	Buy	42,470 +7,404	+21%	+$165K	0.04%	184
2025 Q3	$770K	Buy	35,066 +5,002	+17%	+$111K	0.03%	196
2025 Q2	$643K	Sell	30,064 -3,079	-9%	-$64.7K	0.02%	223
2025 Q1	$744K	Sell	33,143 -343	-1%	-$7.74K	0.03%	193
2024 Q4	$715K	Sell	33,486 -338	-1%	-$7.67K	0.03%	193
2024 Q3	$803K	Sell	33,824 -16,853	-33%	-$396K	0.03%	187
2024 Q2	$1.12M	Sell	50,677 -2,527	-5%	-$56.4K	0.04%	156
2024 Q1	$1.24M	Sell	53,204 -22,606	-30%	-$512K	0.05%	155
2023 Q4	$1.79M	Buy	+75,810	New	+$1.67M	0.08%	123

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