APW
FM

Acima Private Wealth’s iShares Frontier and Select EM ETF FM Stock Holding History

Acima Private Wealth’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-82,440
Closed -$2.36M – 200
2024
Q1 		$2.36M Buy
82,440
+24,828
+43% +$669K 0.87% 27
2023
Q4 		$1.52M Sell
57,612
-730
-1% -$19K 0.59% 37
2023
Q3 		$1.51M Buy
58,342
+1,522
+3% +$41.1K 0.67% 36
2023
Q2 		$1.47M Buy
56,820
+23
+0% +$584 0.7% 38
2023
Q1 		$1.45M Sell
56,797
-943
-2% -$24.2K 0.71% 37
2022
Q4 		$1.47M Buy
57,740
+12,491
+28% +$310K 0.75% 35
2022
Q3 		$1.1M Hold
45,249
– – 0.57% 47
2022
Q2 		$1.21M Sell
45,249
-3,889
-8% -$117K 0.61% 44
2022
Q1 		$1.6M Sell
49,138
-15,994
-25% -$538K 0.74% 37
2021
Q4 		$2.25M Sell
65,132
-2,118
-3% -$74.1K 0.97% 31
2021
Q3 		$2.28M Sell
67,250
-106
-0.2% -$3.56K 1.05% 32
2021
Q2 		$2.24M Buy
67,356
+1,239
+2% +$39.3K 1.03% 33
2021
Q1 		$1.95M Buy
66,117
+5,105
+8% +$150K 0.96% 33
2020
Q4 		$1.73M Buy
61,012
+9,245
+18% +$253K 0.9% 32
2020
Q3 		$1.32M Buy
51,767
+1,214
+2% +$30K 0.8% 35
2020
Q2 		$1.22M Buy
50,553
+362
+0.7% +$8.29K 0.79% 35
2020
Q1 		$1.07M Buy
50,191
+5,786
+13% +$160K 0.83% 30
2019
Q4 		$1.35M Buy
+44,405
New +$1.28M 0.93% 25

Other funds holding FM

CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Acima Private Wealth's FM Position: Q2 2024 in Review

Acima Private Wealth sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 82,440 shares — an estimated $2.36M sold.

Acima Private Wealth first reported a position in FM in Q4 2019 and held it in 18 quarters. The position peaked at $2.36M in Q1 2024. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

  • Acima Private Wealth reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
  • Acima Private Wealth sold 82,440 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $2.36M.
  • Acima Private Wealth first reported a position in iShares Frontier and Select EM ETF in Q4 2019 and held it in 18 quarters.
  • Acima Private Wealth's iShares Frontier and Select EM ETF position peaked at $2.36M in Q1 2024.
  • 91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Acima Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.