Axa
FM

Axa’s iShares Frontier and Select EM ETF FM Stock Holding History

Axa’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
2016
Q3 		– Sell
-910
Closed -$22K – 1443
2016
Q2 		$22K Sell
910
-220
-19% -$5.52K ﹤0.01% 1329
2016
Q1 		$28K Buy
1,130
+1,100
+3,667% +$26.1K ﹤0.01% 1277
2015
Q4 		$1K Sell
30
-1,100
-97% -$28.2K ﹤0.01% 1394
2015
Q3 		$28K Hold
1,130
– – ﹤0.01% 1389
2015
Q2 		$33K Hold
1,130
– – ﹤0.01% 1346
2015
Q1 		$34K Hold
1,130
– – ﹤0.01% 1383
2014
Q4 		$35K Sell
1,130
-310
-22% -$10.8K ﹤0.01% 1366
2014
Q3 		$54K Hold
1,440
– – ﹤0.01% 1349
2014
Q2 		$52K Hold
1,440
– – ﹤0.01% 1322
2014
Q1 		$52K Buy
1,440
+510
+55% +$17.6K ﹤0.01% 1330
2013
Q4 		$31K Buy
+930
New +$30.3K ﹤0.01% 1341

Other funds holding FM

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return