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Strategic Financial Concepts’s iShares Mortgage Real Estate ETF REM Stock Holding History

Strategic Financial Concepts’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 		– Sell
-33,954
Closed -$729K – 294
2026
Q1 		$729K Buy
+33,954
New +$763K 0.18% 122
2025
Q4 		– Sell
-33,251
Closed -$731K – 258
2025
Q3 		$731K Buy
+33,251
New +$741K 0.11% 101

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Financial Concepts's REM Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2026, closing a stake of 33,954 shares — an estimated $729K sold.

Strategic Financial Concepts first reported a position in REM in Q3 2025 and held it in 2 quarters. The position peaked at $731K in Q3 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 33,954 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $729K.
  • Strategic Financial Concepts first reported a position in iShares Mortgage Real Estate ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares Mortgage Real Estate ETF position peaked at $731K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.