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

SFI 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
2025
Q1 		– Sell
-9,792
Closed -$209K – 86
2024
Q4 		$209K Buy
+9,792
New +$222K 0.15% 72

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Morgan Stanley
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

SFI Advisors's REM Position: Q1 2025 in Review

SFI Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 9,792 shares — an estimated $209K sold.

SFI Advisors first reported a position in REM in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • SFI Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • SFI Advisors sold 9,792 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $209K.
  • SFI Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • SFI Advisors's iShares Mortgage Real Estate ETF position peaked at $209K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.