AWM
FM

Ariadne Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Ariadne Wealth Management’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
Q3 		– Sell
-33,244
Closed -$913K – 296
2024
Q2 		$913K Buy
+33,244
New +$929K 0.71% 34

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ariadne Wealth Management's FM Position: Q3 2024 in Review

Ariadne Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 33,244 shares — an estimated $913K sold.

Ariadne Wealth Management first reported a position in FM in Q2 2024 and held it in 1 quarter. The position peaked at $913K in Q2 2024. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Ariadne Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 33,244 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $913K.
  • Ariadne Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's iShares Frontier and Select EM ETF position peaked at $913K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.