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

NewEdge 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	–	Sell	-533	Closed	-$11.8K	–	4344
2025 Q4	$11.8K	Hold	533	–	–	﹤0.01%	3422
2025 Q3	$11.7K	Hold	533	–	–	﹤0.01%	3290
2025 Q2	$11.4K	Hold	533	–	–	﹤0.01%	3166
2025 Q1	$12K	Hold	533	–	–	﹤0.01%	3031
2024 Q4	$11.4K	Sell	533 -191	-26%	-$4.33K	﹤0.01%	2995
2024 Q3	$17.2K	Buy	724 +5	+0.7%	+$117	﹤0.01%	2759
2024 Q2	$15.9K	Buy	719 +4	+0.6%	+$89	﹤0.01%	2698
2024 Q1	$16.6K	Buy	715 +1	+0.1%	+$23	﹤0.01%	2691
2023 Q4	$16.8K	Buy	714 +544	+320%	+$12K	﹤0.01%	2640
2023 Q3	$3.8K	Buy	+170	New	+$4.04K	﹤0.01%	2886

Other funds holding REM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

ECM

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

NewEdge Advisors's REM Position: Q1 2026 in Review

NewEdge Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 533 shares — an estimated $11.8K sold.

NewEdge Advisors first reported a position in REM in Q3 2023 and held it in 10 quarters. The position peaked at $17.2K in Q3 2024. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

NewEdge Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 533 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $11.8K.
NewEdge Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and held it in 10 quarters.
NewEdge Advisors's iShares Mortgage Real Estate ETF position peaked at $17.2K in Q3 2024.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.