Simplicity Wealth’s iShares Mortgage Real Estate ETF REM Stock Holding History

Simplicity Wealth’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	$615K	Buy	+27,903	New	+$618K	0.02%	562

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

Simplicity Wealth's REM Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares Mortgage Real Estate ETF (REM) in Q2 2026: 27,903 shares worth $615K. The stake represents 0.02% of the portfolio and ranks #562 among its holdings.

112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Simplicity Wealth held 27,903 shares of iShares Mortgage Real Estate ETF worth $615K as of Q2 2026.
iShares Mortgage Real Estate ETF was a new Simplicity Wealth position in Q2 2026.
iShares Mortgage Real Estate ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #562 holding.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.