Wealthfront Advisers’s iShares Mortgage Real Estate ETF REM Stock Holding History

Wealthfront Advisers’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	$548K	Buy	24,833 +1,452	+6%	+$32.1K	﹤0.01%	845
2026 Q1	$502K	Sell	23,381 -13,987	-37%	-$314K	﹤0.01%	832
2025 Q4	$829K	Buy	37,368 +6,924	+23%	+$154K	﹤0.01%	737
2025 Q3	$669K	Buy	30,444 +1,474	+5%	+$32.8K	﹤0.01%	768
2025 Q2	$619K	Buy	28,970 +4,753	+20%	+$99.8K	﹤0.01%	761
2025 Q1	$543K	Buy	24,217 +10,012	+70%	+$226K	﹤0.01%	768
2024 Q4	$303K	Sell	14,205 -6,700	-32%	-$152K	﹤0.01%	833
2024 Q3	$496K	Buy	20,905 +1,243	+6%	+$29.2K	﹤0.01%	767
2024 Q2	$436K	Sell	19,662 -4,523	-19%	-$101K	﹤0.01%	760
2024 Q1	$562K	Sell	24,185 -894	-4%	-$20.2K	﹤0.01%	717
2023 Q4	$592K	Buy	25,079 +10,578	+73%	+$233K	﹤0.01%	680
2023 Q3	$324K	Buy	14,501 +3,611	+33%	+$85.8K	﹤0.01%	754
2023 Q2	$257K	Buy	+10,890	New	+$238K	﹤0.01%	784

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

Wealthfront Advisers's REM Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares Mortgage Real Estate ETF (REM) stake by 6.2% in Q2 2026, buying an estimated $32.1K and bringing the position to 24,833 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Wealthfront Advisers first reported a position in REM in Q2 2023 and has held it in 13 quarters since. The position peaked at $829K in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Wealthfront Advisers held 24,833 shares of iShares Mortgage Real Estate ETF worth $548K as of Q2 2026.
Wealthfront Advisers bought 1,452 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $32.1K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #845 holding.
Wealthfront Advisers first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
Wealthfront Advisers's iShares Mortgage Real Estate ETF position peaked at $829K in Q4 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.