ACA
FM

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

Atlas 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
Q4 		– Sell
-6
Closed -$165 – 975
2024
Q3 		$165 Buy
+6
New +$166 ﹤0.01% 889
2024
Q2 		– Sell
-6
Closed -$171 – 975
2024
Q1 		$171 Buy
+6
New +$162 ﹤0.01% 872
2022
Q3 		– Sell
-665
Closed -$17.8K – 1037
2022
Q2 		$17.8K Sell
665
-5,688
-90% -$171K ﹤0.01% 697
2022
Q1 		$207K Buy
6,353
+479
+8% +$16.1K 0.03% 348
2021
Q4 		$203K Buy
5,874
+421
+8% +$14.7K 0.03% 356
2021
Q3 		$185K Hold
5,453
– – 0.03% 354
2021
Q2 		$181K Buy
5,453
+2,224
+69% +$70.5K 0.03% 371
2021
Q1 		$95.2K Hold
3,229
– – 0.02% 422
2020
Q4 		$91.5K Buy
+3,229
New +$88.2K 0.02% 405
2020
Q3 		– Sell
-3,229
Closed -$78.1K – 642
2020
Q2 		$78.1K Buy
3,229
+659
+26% +$15.1K 0.02% 429
2020
Q1 		$54.9K Hold
2,570
– – 0.02% 424
2019
Q4 		$78K Hold
2,570
– – 0.02% 421
2019
Q3 		$72.3K Hold
2,570
– – 0.02% 423
2019
Q2 		$76.1K Hold
2,570
– – 0.03% 427
2019
Q1 		$73.1K Hold
2,570
– – 0.03% 389
2018
Q4 		$67.2K Hold
2,570
– – 0.03% 381
2018
Q3 		$73.4K Hold
2,570
– – 0.02% 389
2018
Q2 		$74.8K Hold
2,570
– – 0.03% 371
2018
Q1 		$90.2K Buy
+2,570
New +$89.4K 0.03% 361

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 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
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atlas Capital Advisors's FM Position: Q4 2024 in Review

Atlas Capital Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q4 2024, closing a stake of 6 shares — an estimated $165 sold.

Atlas Capital Advisors first reported a position in FM in Q1 2018 and held it in 19 quarters. The position peaked at $207K in Q1 2022. 72 funds tracked by Wall St. Rank hold FM as of Q4 2024.

  • Atlas Capital Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q4 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 6 iShares Frontier and Select EM ETF shares in Q4 2024, an estimated $165.
  • Atlas Capital Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 19 quarters.
  • Atlas Capital Advisors's iShares Frontier and Select EM ETF position peaked at $207K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2024.

Based on Atlas Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.