Sage Advisory Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sage Advisory Services’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 Q2	$229K	Hold	10,385	–	–	0.11%	43
2026 Q1	$223K	Buy	+10,385	New	+$233K	0.12%	41
2021 Q2	–	Sell	-7,770	Closed	-$274K	–	56
2021 Q1	$274K	Buy	+7,770	New	+$260K	0.07%	49
2020 Q1	–	Sell	-34,821	Closed	-$1.55M	–	59
2019 Q4	$1.55M	Buy	34,821 +1,333	+4%	+$57.7K	0.49%	33
2019 Q3	$1.41M	Buy	33,488 +3,305	+11%	+$140K	0.46%	30
2019 Q2	$1.27M	Buy	+30,183	New	+$1.3M	0.37%	32

Other funds holding REM

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

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

ECM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

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

Sage Advisory Services's REM Position: Q2 2026 in Review

Sage Advisory Services held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 10,385 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #43.

Sage Advisory Services first reported a position in REM in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2019. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Sage Advisory Services held 10,385 shares of iShares Mortgage Real Estate ETF worth $229K as of Q2 2026.
Sage Advisory Services left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up 0.11% of Sage Advisory Services's portfolio in Q2 2026, its #43 holding.
Sage Advisory Services first reported a position in iShares Mortgage Real Estate ETF in Q2 2019 and has held it in 6 quarters since.
Sage Advisory Services's iShares Mortgage Real Estate ETF position peaked at $1.55M in Q4 2019.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.