GSWM
REM icon

Golden State Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Golden State Wealth Management’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 		$3.42K Buy
159
+1
+0.6% +$22 ﹤0.01% 1278
2025
Q4 		$3.51K Buy
158
+6
+4% +$133 ﹤0.01% 1299
2025
Q3 		$3.35K Buy
152
+3
+2% +$67 ﹤0.01% 1316
2025
Q2 		$3.2K Buy
149
+4
+3% +$84 ﹤0.01% 1299
2025
Q1 		$3.27K Hold
145
– – ﹤0.01% 1250
2024
Q4 		$3.1K Buy
+145
New +$3.29K ﹤0.01% 1195
2020
Q2 		– Sell
-202
Closed -$4K – 734
2020
Q1 		$4K Buy
+202
New +$8.12K ﹤0.01% 786
2019
Q4 		– Sell
-202
Closed -$9K – 725
2019
Q3 		$9K Buy
202
+100
+98% +$4.22K ﹤0.01% 770
2019
Q2 		$4K Hold
102
– – ﹤0.01% 910
2019
Q1 		$4K Buy
+102
New +$4.38K ﹤0.01% 952

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return