Advantage Investment Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Advantage Investment Management’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
2019 Q1	–	Sell	-303	Closed	-$8K	–	1051
2018 Q4	$8K	Buy	303 +52	+21%	+$1.42K	0.01%	712
2018 Q3	$8K	Buy	+251	New	+$7.21K	0.01%	771
2018 Q2	–	Sell	-36	Closed	-$1K	–	1081
2018 Q1	$1K	Buy	+36	New	+$1.25K	﹤0.01%	990
2017 Q4	–	Sell	-251	Closed	-$7K	–	1124
2017 Q3	$7K	Buy	251 +195	+348%	+$5.86K	﹤0.01%	778
2017 Q2	$2K	Buy	+56	New	+$1.62K	﹤0.01%	997

Other funds holding FM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PFC

Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Advantage Investment Management's FM Position: Q1 2019 in Review

Advantage Investment Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2019, closing a stake of 303 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in FM in Q2 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2018. 130 funds tracked by Wall St. Rank hold FM as of Q1 2019.

Advantage Investment Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 303 iShares Frontier and Select EM ETF shares in Q1 2019, an estimated $8K.
Advantage Investment Management first reported a position in iShares Frontier and Select EM ETF in Q2 2017 and held it in 5 quarters.
Advantage Investment Management's iShares Frontier and Select EM ETF position peaked at $8K in Q4 2018.
130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.