BDO Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

BDO Wealth 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
2020 Q1	–	Sell	-3,384	Closed	-$103K	–	859
2019 Q4	$103K	Buy	3,384 +18	+0.5%	+$521	0.03%	248
2019 Q3	$95K	Hold	3,366	–	–	0.02%	260
2019 Q2	$100K	Buy	3,366 +89	+3%	+$2.57K	0.03%	248
2019 Q1	$93K	Hold	3,277	–	–	0.03%	228
2018 Q4	$86K	Buy	3,277 +39	+1%	+$1.06K	0.03%	218
2018 Q3	$92K	Hold	3,238	–	–	0.03%	223
2018 Q2	$93K	Buy	3,238 +84	+3%	+$2.71K	0.03%	220
2018 Q1	$111K	Buy	+3,154	New	+$110K	0.04%	179

Other funds holding FM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWA

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

Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BDO Wealth Advisors's FM Position: Q1 2020 in Review

BDO Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2020, closing a stake of 3,384 shares — an estimated $103K sold.

BDO Wealth Advisors first reported a position in FM in Q1 2018 and held it in 8 quarters. The position peaked at $111K in Q1 2018. 115 funds tracked by Wall St. Rank hold FM as of Q1 2020.

BDO Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 3,384 iShares Frontier and Select EM ETF shares in Q1 2020, an estimated $103K.
BDO Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 8 quarters.
BDO Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $111K in Q1 2018.
115 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.