AG
FM

Advisor Group’s iShares Frontier and Select EM ETF FM Stock Holding History

Advisor Group’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
Q4 		$525K Buy
17,287
+555
+3% +$16.1K ﹤0.01% 1633
2019
Q3 		$471K Sell
16,732
-5,170
-24% -$151K ﹤0.01% 1657
2019
Q2 		$649K Sell
21,902
-1,380
-6% -$39.8K 0.01% 1436
2019
Q1 		$663K Buy
23,282
+7,194
+45% +$203K 0.01% 1394
2018
Q4 		$420K Buy
16,088
+7,493
+87% +$204K ﹤0.01% 1538
2018
Q3 		$244K Buy
8,595
+163
+2% +$4.68K ﹤0.01% 2023
2018
Q2 		$243K Sell
8,432
-1,024
-11% -$33K ﹤0.01% 1828
2018
Q1 		$332K Buy
9,456
+1,173
+14% +$40.8K ﹤0.01% 1615
2017
Q4 		$274K Buy
8,283
+218
+3% +$7.04K ﹤0.01% 1750
2017
Q3 		$252K Sell
8,065
-1,691
-17% -$50.8K ﹤0.01% 1665
2017
Q2 		$279K Buy
9,756
+828
+9% +$23.9K ﹤0.01% 1532
2017
Q1 		$248K Buy
8,928
+641
+8% +$17.6K 0.01% 1501
2016
Q4 		$206K Buy
8,287
+433
+6% +$10.9K ﹤0.01% 1528
2016
Q3 		$202K Sell
7,854
-177
-2% -$4.42K ﹤0.01% 1515
2016
Q2 		$195K Buy
+8,031
New +$201K 0.01% 1482

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Advisor Group's FM Position: Q4 2019 in Review

Advisor Group increased its iShares Frontier and Select EM ETF (FM) stake by 3.3% in Q4 2019, buying an estimated $16.1K and bringing the position to 17,287 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Advisor Group first reported a position in FM in Q2 2016 and has held it in 15 quarters since. The position peaked at $663K in Q1 2019. 128 funds tracked by Wall St. Rank hold FM as of Q4 2019.

  • Advisor Group held 17,287 shares of iShares Frontier and Select EM ETF worth $525K as of Q4 2019.
  • Advisor Group bought 555 iShares Frontier and Select EM ETF shares in Q4 2019, an estimated $16.1K.
  • iShares Frontier and Select EM ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1633 holding.
  • Advisor Group first reported a position in iShares Frontier and Select EM ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Frontier and Select EM ETF position peaked at $663K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.