BFA
FM

BBJS Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

BBJS 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
2024
Q3 		$41K Hold
1,490
– – 0.01% 80
2024
Q2 		$40.9K Hold
1,490
– – 0.02% 76
2024
Q1 		$42.7K Hold
1,490
– – 0.02% 74
2023
Q4 		$39.2K Hold
1,490
– – 0.01% 73
2023
Q3 		$38.6K Hold
1,490
– – 0.01% 74
2023
Q2 		$38.5K Hold
1,490
– – 0.02% 71
2023
Q1 		$38.1K Sell
1,490
-885
-37% -$22.7K 0.02% 70
2022
Q4 		$60.5K Buy
+2,375
New +$58.9K 0.03% 67

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BBJS Financial Advisors's FM Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Frontier and Select EM ETF (FM) position steady in Q3 2024 at 1,490 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #80.

BBJS Financial Advisors first reported a position in FM in Q4 2022 and has held it in 8 quarters since. The position peaked at $60.5K in Q4 2022. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • BBJS Financial Advisors held 1,490 shares of iShares Frontier and Select EM ETF worth $41K as of Q3 2024.
  • BBJS Financial Advisors left its iShares Frontier and Select EM ETF share count unchanged in Q3 2024.
  • iShares Frontier and Select EM ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #80 holding.
  • BBJS Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's iShares Frontier and Select EM ETF position peaked at $60.5K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.