Arete Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,011
Closed -$255K 777
2023
Q1
$255K Sell
5,011
-40
-0.8% -$1.03K 0.02% 519
2022
Q4
$253K Buy
+5,051
New +$125K 0.02% 504

Other funds holding FM

Arete Wealth Advisors's FM Position: Q2 2023 in Review

Arete Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2023, closing a stake of 5,011 shares — an estimated $255K sold.

Arete Wealth Advisors first reported a position in FM in Q4 2022 and held it in 2 quarters. The position peaked at $255K in Q1 2023. 96 funds tracked by Wall St. Rank hold FM as of Q2 2023.

  • Arete Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,011 iShares Frontier and Select EM ETF shares in Q2 2023, an estimated $255K.
  • Arete Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $255K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.