ACA
FM

Aptus Capital Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Aptus Capital 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
2024
Q2 		– Sell
-1,094
Closed -$31.3K – 1247
2024
Q1 		$31.3K Buy
+1,094
New +$29.5K ﹤0.01% 932

Other funds holding FM

CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Aptus Capital Advisors's FM Position: Q2 2024 in Review

Aptus Capital Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 1,094 shares — an estimated $31.3K sold.

Aptus Capital Advisors first reported a position in FM in Q1 2024 and held it in 1 quarter. The position peaked at $31.3K in Q1 2024. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

  • Aptus Capital Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,094 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $31.3K.
  • Aptus Capital Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's iShares Frontier and Select EM ETF position peaked at $31.3K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.