Wealthfront Advisers
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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
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

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return