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

Symphony Financial’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
-12,715
Closed -$280K – 187
2024
Q4 		$280K Sell
12,715
-557
-4% -$12.6K 0.04% 187
2024
Q3 		$314K Hold
13,272
– – 0.05% 180
2024
Q2 		$291K Sell
13,272
-455
-3% -$10.2K 0.05% 177
2024
Q1 		$319K Buy
13,727
+1
+0% +$23 0.07% 146
2023
Q4 		$318K Buy
13,726
+6
+0% +$132 0.07% 162
2023
Q3 		$298K Buy
13,720
+4
+0% +$95 0.07% 131
2023
Q2 		$323K Sell
13,716
-4,088
-23% -$89.5K 0.08% 146
2023
Q1 		$380K Buy
17,804
+2
+0% +$48 0.1% 162
2022
Q4 		$420K Sell
17,802
-452
-2% -$10.5K 0.11% 150
2022
Q3 		$386K Hold
18,254
– – 0.13% 151
2022
Q2 		$487K Buy
18,254
+6
+0% +$178 0.14% 133
2022
Q1 		$568K Buy
18,248
+523
+3% +$17.2K 0.13% 121
2021
Q4 		$624K Sell
17,725
-686
-4% -$25.1K 0.17% 102
2021
Q3 		$672K Hold
18,411
– – 0.23% 73
2021
Q2 		$683K Sell
18,411
-513
-3% -$18.8K 0.23% 74
2021
Q1 		$672K Buy
18,924
+61
+0.3% +$2.04K 0.18% 89
2020
Q4 		$583K Sell
18,863
-47
-0.2% -$1.36K 0.21% 83
2020
Q3 		$487K Sell
18,910
-240
-1% -$6.23K 0.2% 79
2020
Q2 		$476K Sell
19,150
-591
-3% -$13.2K 0.23% 81
2020
Q1 		$396K Buy
+19,741
New +$794K 0.27% 60

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
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

Symphony Financial's REM Position: Q1 2025 in Review

Symphony Financial sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 12,715 shares — an estimated $280K sold.

Symphony Financial first reported a position in REM in Q1 2020 and held it in 20 quarters. The position peaked at $683K in Q2 2021. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • Symphony Financial reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Symphony Financial sold 12,715 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $280K.
  • Symphony Financial first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and held it in 20 quarters.
  • Symphony Financial's iShares Mortgage Real Estate ETF position peaked at $683K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.