Litman Gregory Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Litman Gregory 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
2025 Q4	$555	Buy	+25	New	+$556	﹤0.01%	341

Other funds holding REM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Litman Gregory Wealth Management's REM Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares Mortgage Real Estate ETF (REM) in Q4 2025: 25 shares worth $555. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings.

122 funds tracked by Wall St. Rank hold REM as of Q4 2025.

Litman Gregory Wealth Management held 25 shares of iShares Mortgage Real Estate ETF worth $555 as of Q4 2025.
iShares Mortgage Real Estate ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #341 holding.
122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.