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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

DFA

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Almanack Investment Partners's FM Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Frontier and Select EM ETF (FM) in Q4 2022, closing a stake of 1,385 shares — an estimated $34K sold.

Almanack Investment Partners first reported a position in FM in Q3 2020 and held it in 8 quarters. The position peaked at $1.85M in Q4 2020. 98 funds tracked by Wall St. Rank hold FM as of Q4 2022.

Almanack Investment Partners reported no remaining iShares Frontier and Select EM ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 1,385 iShares Frontier and Select EM ETF shares in Q4 2022, an estimated $34K.
Almanack Investment Partners first reported a position in iShares Frontier and Select EM ETF in Q3 2020 and held it in 8 quarters.
Almanack Investment Partners's iShares Frontier and Select EM ETF position peaked at $1.85M in Q4 2020.
98 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.