BSSFA
FM

Baron Silver Stevens Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Baron Silver Stevens 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
2021
Q1 		– Sell
-207
Closed -$5K – 540
2020
Q4 		$5K Buy
+207
New +$5.66K ﹤0.01% 324

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
ASI
Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FM Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2021, closing a stake of 207 shares — an estimated $5K sold.

Baron Silver Stevens Financial Advisors first reported a position in FM in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 101 funds tracked by Wall St. Rank hold FM as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 207 iShares Frontier and Select EM ETF shares in Q1 2021, an estimated $5K.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's iShares Frontier and Select EM ETF position peaked at $5K in Q4 2020.
  • 101 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.