Baldwin Investment Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Baldwin Investment 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
2019 Q2	–	Sell	-7,478	Closed	-$213K	–	171
2019 Q1	$213K	Buy	+7,478	New	+$211K	0.06%	160
2018 Q4	–	Sell	-7,478	Closed	-$213K	–	174
2018 Q3	$213K	Hold	7,478	–	–	0.06%	163
2018 Q2	$215K	Sell	7,478 -300	-4%	-$9.66K	0.07%	160
2018 Q1	$273K	Buy	7,778 +510	+7%	+$17.7K	0.1%	97
2017 Q4	$241K	Hold	7,268	–	–	0.09%	102
2017 Q3	$228K	Buy	7,268 +105	+1%	+$3.15K	0.09%	105
2017 Q2	$205K	Buy	+7,163	New	+$207K	0.08%	104
2016 Q4	–	Sell	-9,324	Closed	-$239K	–	126
2016 Q3	$239K	Sell	9,324 -400	-4%	-$9.99K	0.1%	113
2016 Q2	$238K	Sell	9,724 -596	-6%	-$14.9K	0.1%	108
2016 Q1	$254K	Sell	10,320 -27	-0.3%	-$640	0.11%	109
2015 Q4	$258K	Sell	10,347 -2,075	-17%	-$53.3K	0.12%	111
2015 Q3	$312K	Sell	12,422 -1,175	-9%	-$31.9K	0.14%	102
2015 Q2	$398K	Sell	13,597 -105	-0.8%	-$3.19K	0.16%	93
2015 Q1	$407K	Hold	13,702	–	–	0.16%	92
2014 Q4	$422K	Hold	13,702	–	–	0.16%	89
2014 Q3	$518K	Hold	13,702	–	–	0.21%	81
2014 Q2	$494K	Sell	13,702 -48	-0.3%	-$1.82K	0.21%	84
2014 Q1	$498K	Buy	+13,750	New	+$475K	0.22%	80

Other funds holding FM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFC

Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Investment Management's FM Position: Q2 2019 in Review

Baldwin Investment Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2019, closing a stake of 7,478 shares — an estimated $213K sold.

Baldwin Investment Management first reported a position in FM in Q1 2014 and held it in 18 quarters. The position peaked at $518K in Q3 2014. 131 funds tracked by Wall St. Rank hold FM as of Q2 2019.

Baldwin Investment Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2019 after selling out during the quarter.
Baldwin Investment Management sold 7,478 iShares Frontier and Select EM ETF shares in Q2 2019, an estimated $213K.
Baldwin Investment Management first reported a position in iShares Frontier and Select EM ETF in Q1 2014 and held it in 18 quarters.
Baldwin Investment Management's iShares Frontier and Select EM ETF position peaked at $518K in Q3 2014.
131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2019.

Based on Baldwin Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.