AWS
FM

Atria Wealth Solutions’s iShares Frontier and Select EM ETF FM Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-7,161
Closed -$233K – 1943
2022
Q1 		$233K Buy
+7,161
New +$241K ﹤0.01% 1476

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SO
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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Atria Wealth Solutions's FM Position: Q2 2022 in Review

Atria Wealth Solutions sold out of iShares Frontier and Select EM ETF (FM) in Q2 2022, closing a stake of 7,161 shares — an estimated $233K sold.

Atria Wealth Solutions first reported a position in FM in Q1 2022 and held it in 1 quarter. The position peaked at $233K in Q1 2022. 108 funds tracked by Wall St. Rank hold FM as of Q2 2022.

  • Atria Wealth Solutions reported no remaining iShares Frontier and Select EM ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,161 iShares Frontier and Select EM ETF shares in Q2 2022, an estimated $233K.
  • Atria Wealth Solutions first reported a position in iShares Frontier and Select EM ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares Frontier and Select EM ETF position peaked at $233K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.