American Portfolios Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

American Portfolios Advisors’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
2020 Q2	–	Sell	-785	Closed	-$16.8K	–	2942
2020 Q1	$16.8K	Sell	785 -196	-20%	-$5.42K	﹤0.01%	1592
2019 Q4	$29.8K	Buy	981 +156	+19%	+$4.51K	﹤0.01%	1574
2019 Q3	$23.2K	Hold	825	–	–	﹤0.01%	1610
2019 Q2	$24.4K	Sell	825 -410	-33%	-$11.8K	﹤0.01%	1601
2019 Q1	$35.1K	Hold	1,235	–	–	﹤0.01%	1338
2018 Q4	$32.3K	Sell	1,235 -570	-32%	-$15.5K	﹤0.01%	1196
2018 Q3	$51.3K	Buy	+1,805	New	+$51.8K	0.01%	1098

Other funds holding FM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BWA

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's FM Position: Q2 2020 in Review

American Portfolios Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2020, closing a stake of 785 shares — an estimated $16.8K sold.

American Portfolios Advisors first reported a position in FM in Q3 2018 and held it in 7 quarters. The position peaked at $51.3K in Q3 2018. 102 funds tracked by Wall St. Rank hold FM as of Q2 2020.

American Portfolios Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2020 after selling out during the quarter.
American Portfolios Advisors sold 785 iShares Frontier and Select EM ETF shares in Q2 2020, an estimated $16.8K.
American Portfolios Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2018 and held it in 7 quarters.
American Portfolios Advisors's iShares Frontier and Select EM ETF position peaked at $51.3K in Q3 2018.
102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2020.

Based on American Portfolios Advisors's 13F filing for Q2 2020, filed 24 Mar 2023.