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Safeguard Investment Advisory Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Safeguard Investment 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
Q2 		– Sell
-8,943
Closed -$201K – 153
2025
Q1 		$201K Sell
8,943
-850
-9% -$19.2K 0.05% 133
2024
Q4 		$209K Sell
9,793
-2,553
-21% -$57.9K 0.06% 107
2024
Q3 		$293K Sell
12,346
-1,372
-10% -$32.2K 0.08% 85
2024
Q2 		$304K Sell
13,718
-3,994
-23% -$89.2K 0.09% 73
2024
Q1 		$412K Sell
17,712
-6,164
-26% -$140K 0.14% 60
2023
Q4 		$563K Sell
23,876
-1,458
-6% -$32.2K 0.21% 50
2023
Q3 		$566K Sell
25,334
-2,024
-7% -$48.1K 0.25% 45
2023
Q2 		$646K Sell
27,358
-1,740
-6% -$38.1K 0.28% 45
2023
Q1 		$636K Sell
29,098
-1,844
-6% -$44K 0.31% 42
2022
Q4 		$702K Sell
30,942
-208
-0.7% -$4.85K 0.43% 39
2022
Q3 		$652K Buy
31,150
+605
+2% +$17K 0.45% 39
2022
Q2 		$997K Hold
30,545
– – 0.61% 34
2022
Q1 		$997K Buy
30,545
+1,330
+5% +$43.8K 0.68% 29
2021
Q4 		$1.01M Buy
29,215
+2,773
+10% +$101K 0.59% 32
2021
Q3 		$956K Buy
26,442
+7,401
+39% +$269K 0.62% 33
2021
Q2 		$706K Buy
19,041
+2,489
+15% +$91.2K 0.5% 37
2021
Q1 		$583K Sell
16,552
-1,356
-8% -$45.4K 0.52% 38
2020
Q4 		$570K Buy
+17,908
New +$517K 0.51% 32

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $4.62B AUM 25.58% 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

Safeguard Investment Advisory Group's REM Position: Q2 2025 in Review

Safeguard Investment Advisory Group sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 8,943 shares — an estimated $201K sold.

Safeguard Investment Advisory Group first reported a position in REM in Q4 2020 and held it in 18 quarters. The position peaked at $1.01M in Q4 2021. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

  • Safeguard Investment Advisory Group reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 8,943 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $201K.
  • Safeguard Investment Advisory Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 18 quarters.
  • Safeguard Investment Advisory Group's iShares Mortgage Real Estate ETF position peaked at $1.01M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.