Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,521
| Closed | -$638K | – | 2466 |
|
|
2024
Q4 | $638K | Sell |
23,521
-2,269
| -9% | -$62.4K | 0.02% | 380 |
|
|
2024
Q3 | $710K | Sell |
25,790
-7,440
| -22% | -$206K | 0.03% | 364 |
|
|
2024
Q2 | $912K | Sell |
33,230
-2,076
| -6% | -$58K | 0.04% | 291 |
|
|
2024
Q1 | $1.01M | Buy |
+35,306
| New | +$951K | 0.05% | 283 |
|
|
2020
Q4 | – | Sell |
-824
| Closed | -$21K | – | 1132 |
|
|
2020
Q3 | $21K | Hold |
824
| – | – | ﹤0.01% | 588 |
|
|
2020
Q2 | $19K | Hold |
824
| – | – | ﹤0.01% | 581 |
|
|
2020
Q1 | $17K | Hold |
824
| – | – | ﹤0.01% | 533 |
|
|
2019
Q4 | $25K | Hold |
824
| – | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $23K | Hold |
824
| – | – | ﹤0.01% | 513 |
|
|
2019
Q2 | $24K | Hold |
824
| – | – | ﹤0.01% | 506 |
|
|
2019
Q1 | $23K | Hold |
824
| – | – | ﹤0.01% | 479 |
|
|
2018
Q4 | $21K | Hold |
824
| – | – | 0.01% | 520 |
|
|
2018
Q3 | $23K | Hold |
824
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $24K | Hold |
824
| – | – | 0.01% | 527 |
|
|
2018
Q1 | $29K | Hold |
824
| – | – | 0.01% | 524 |
|
|
2017
Q4 | $27K | Hold |
824
| – | – | 0.01% | 525 |
|
|
2017
Q3 | $26K | Hold |
824
| – | – | 0.01% | 263 |
|
|
2017
Q2 | $24K | Hold |
824
| – | – | 0.01% | 244 |
|
|
2017
Q1 | $23K | Hold |
824
| – | – | 0.01% | 284 |
|
|
2016
Q4 | $20K | Hold |
824
| – | – | 0.01% | 289 |
|
|
2016
Q3 | $21K | Hold |
824
| – | – | 0.01% | 292 |
|
|
2016
Q2 | $20K | Hold |
824
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $20K | Hold |
824
| – | – | 0.01% | 288 |
|
|
2015
Q4 | $21K | Hold |
824
| – | – | 0.01% | 250 |
|
|
2015
Q3 | $21K | Hold |
824
| – | – | 0.01% | 229 |
|
|
2015
Q2 | $24K | Hold |
824
| – | – | 0.02% | 194 |
|
|
2015
Q1 | $25K | Hold |
824
| – | – | 0.02% | 185 |
|
|
2014
Q4 | $25K | Hold |
824
| – | – | 0.02% | 178 |
|
|
2014
Q3 | $31K | Hold |
824
| – | – | 0.03% | 161 |
|
|
2014
Q2 | $30K | Hold |
824
| – | – | 0.03% | 169 |
|
|
2014
Q1 | $30K | Buy |
+824
| New | +$28.5K | 0.03% | 162 |
|
Other funds holding FM
Avior Wealth Management's FM Position: Q1 2025 in Review
Avior Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 23,521 shares — an estimated $638K sold.
Avior Wealth Management first reported a position in FM in Q1 2014 and held it in 31 quarters. The position peaked at $1.01M in Q1 2024. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.
- Avior Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 23,521 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $638K.
- Avior Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q1 2014 and held it in 31 quarters.
- Avior Wealth Management's iShares Frontier and Select EM ETF position peaked at $1.01M in Q1 2024.
- 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.