BWFA
FM

Baltimore-Washington Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Baltimore-Washington Financial 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
2022
Q4 		– Sell
-1,076
Closed -$262K – 155
2022
Q3 		$262K Buy
+1,076
New +$29K 0.02% 135
2022
Q2 		– Sell
-34
Closed -$1.08M – 162
2022
Q1 		$1.08M Buy
+34
New +$1.15K 0.11% 98

Other funds holding FM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Baltimore-Washington Financial Advisors's FM Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q4 2022, closing a stake of 1,076 shares — an estimated $262K sold.

Baltimore-Washington Financial Advisors first reported a position in FM in Q1 2022 and held it in 2 quarters. The position peaked at $1.08M in Q1 2022. 98 funds tracked by Wall St. Rank hold FM as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,076 iShares Frontier and Select EM ETF shares in Q4 2022, an estimated $262K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2022 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's iShares Frontier and Select EM ETF position peaked at $1.08M in Q1 2022.
  • 98 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.