AIP
FM

Almanack Investment Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-1,385
Closed -$34K – 868
2022
Q3 		$34K Buy
+1,385
New +$37.3K 0.01% 312
2022
Q2 		– Sell
-13,701
Closed -$445K – 526
2022
Q1 		$445K Buy
13,701
+29
+0.2% +$976 0.04% 280
2021
Q4 		$472K Sell
13,672
-15,244
-53% -$533K 0.04% 274
2021
Q3 		$981K Sell
28,916
-1,547
-5% -$51.9K 0.09% 164
2021
Q2 		$1.01M Sell
30,463
-9,738
-24% -$309K 0.1% 133
2021
Q1 		$1.19M Sell
40,201
-25,161
-38% -$739K 0.12% 120
2020
Q4 		$1.85M Buy
65,362
+768
+1% +$21K 0.21% 69
2020
Q3 		$1.78M Buy
+64,594
New +$1.6M 0.22% 63

Other funds holding FM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return