William Blair & Company’s iShares Mortgage Real Estate ETF REM Stock Holding History

William Blair & Company’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	$7.41K	Buy	+336	New	+$7.44K	﹤0.01%	1930
2024 Q1	–	Sell	-1,300	Closed	-$30.7K	–	1840
2023 Q4	$30.7K	Hold	1,300	–	–	﹤0.01%	1629
2023 Q3	$29K	Hold	1,300	–	–	﹤0.01%	1645
2023 Q2	$30.7K	Hold	1,300	–	–	﹤0.01%	1652
2023 Q1	$28.4K	Hold	1,300	–	–	﹤0.01%	1654
2022 Q4	$29.5K	Hold	1,300	–	–	﹤0.01%	1641
2022 Q3	$27K	Hold	1,300	–	–	﹤0.01%	1668
2022 Q2	$35K	Hold	1,300	–	–	﹤0.01%	1672
2022 Q1	$42K	Hold	1,300	–	–	﹤0.01%	1730
2021 Q4	$45K	Hold	1,300	–	–	﹤0.01%	1787
2021 Q3	$47K	Hold	1,300	–	–	﹤0.01%	1690
2021 Q2	$48K	Hold	1,300	–	–	﹤0.01%	1700
2021 Q1	$46K	Buy	+1,300	New	+$43.5K	﹤0.01%	1677
2020 Q4	–	Sell	-1,305	Closed	-$34K	–	1852
2020 Q3	$34K	Buy	1,305 +27	+2%	+$701	﹤0.01%	1538
2020 Q2	$32K	Buy	+1,278	New	+$28.6K	﹤0.01%	1492
2020 Q1	–	Sell	-8	Closed	–	–	1747
2019 Q4	$0	Hold	8	–	–	﹤0.01%	1786
2019 Q3	$0	Buy	+8	New	+$338	﹤0.01%	1742

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

William Blair & Company's REM Position: Q2 2026 in Review

William Blair & Company opened a new position in iShares Mortgage Real Estate ETF (REM) in Q2 2026: 336 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings. This is a return to the name: William Blair & Company previously reported a position in REM as recently as Q4 2023.

William Blair & Company first reported a position in REM in Q3 2019 and has held it in 17 quarters since. The position peaked at $48K in Q2 2021. 111 funds tracked by Wall St. Rank hold REM as of Q2 2026.

William Blair & Company held 336 shares of iShares Mortgage Real Estate ETF worth $7.41K as of Q2 2026.
iShares Mortgage Real Estate ETF was a new William Blair & Company position in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1930 holding.
William Blair & Company first reported a position in iShares Mortgage Real Estate ETF in Q3 2019 and has held it in 17 quarters since.
William Blair & Company's iShares Mortgage Real Estate ETF position peaked at $48K in Q2 2021.
111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.