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PFG Private Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

PFG Private 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
Q2 		– Sell
-61
Closed -$1.37K – 202
2025
Q1 		$1.37K Buy
+61
New +$1.38K ﹤0.01% 238

Other funds holding REM

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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

PFG Private Wealth Management's REM Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 61 shares — an estimated $1.37K sold.

PFG Private Wealth Management first reported a position in REM in Q1 2025 and held it in 1 quarter. The position peaked at $1.37K in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

  • PFG Private Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 61 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $1.37K.
  • PFG Private Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's iShares Mortgage Real Estate ETF position peaked at $1.37K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.