Mid-American Wealth Advisory Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-269	Closed	-$5.75K	–	254
2025 Q2	$5.75K	Buy	+269	New	+$5.65K	﹤0.01%	217
2025 Q1	–	Sell	-172,918	Closed	-$3.69M	–	51
2024 Q4	$3.69M	Sell	172,918 -6,566	-4%	-$149K	2.17%	17
2024 Q3	$4.26M	Sell	179,484 -13,750	-7%	-$323K	2.67%	16
2024 Q2	$4.28M	Sell	193,234 -5,139	-3%	-$115K	2.73%	11
2024 Q1	$4.61M	Buy	198,373 +23,299	+13%	+$527K	3.11%	10
2023 Q4	$4.13M	Sell	175,074 -15,107	-8%	-$333K	3.07%	10
2023 Q3	$4.09M	Buy	+190,181	New	+$4.52M	3.31%	11

Other funds holding REM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Mid-American Wealth Advisory Group's REM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2025, closing a stake of 269 shares — an estimated $5.75K sold.

Mid-American Wealth Advisory Group first reported a position in REM in Q3 2023 and held it in 7 quarters. The position peaked at $4.61M in Q1 2024. 121 funds tracked by Wall St. Rank hold REM as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 269 iShares Mortgage Real Estate ETF shares in Q3 2025, an estimated $5.75K.
Mid-American Wealth Advisory Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and held it in 7 quarters.
Mid-American Wealth Advisory Group's iShares Mortgage Real Estate ETF position peaked at $4.61M in Q1 2024.
121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.