Blue Trust Inc
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Blue Trust Inc’s iShares Frontier and Select EM ETF FM Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-61,770
Closed -$1.7M – 3094
2024
Q3 		$1.7M Buy
61,770
+10,263
+20% +$284K 0.02% 175
2024
Q2 		$1.48M Hold
51,507
– – 0.02% 166
2024
Q1 		$1.48M Buy
51,507
+18,741
+57% +$505K 0.02% 141
2023
Q4 		$849K Sell
32,766
-394
-1% -$10.2K 0.01% 177
2023
Q3 		$858K Buy
33,160
+10,729
+48% +$289K 0.01% 185
2023
Q2 		$574K Sell
22,431
-78,041
-78% -$1.98M 0.01% 210
2023
Q1 		$2.56M Buy
100,472
+38,029
+61% +$975K 0.04% 106
2022
Q4 		$1.52M Buy
62,443
+34,010
+120% +$843K 0.03% 141
2022
Q3 		$763K Buy
28,433
+22,373
+369% +$602K 0.01% 167
2022
Q2 		$197K Buy
+6,060
New +$182K ﹤0.01% 324

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 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 $179M AUM 23.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Blue Trust Inc's FM Position: Q4 2024 in Review

Blue Trust Inc sold out of iShares Frontier and Select EM ETF (FM) in Q4 2024, closing a stake of 61,770 shares — an estimated $1.7M sold.

Blue Trust Inc first reported a position in FM in Q2 2022 and held it in 10 quarters. The position peaked at $2.56M in Q1 2023. 72 funds tracked by Wall St. Rank hold FM as of Q4 2024.

  • Blue Trust Inc reported no remaining iShares Frontier and Select EM ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 61,770 iShares Frontier and Select EM ETF shares in Q4 2024, an estimated $1.7M.
  • Blue Trust Inc first reported a position in iShares Frontier and Select EM ETF in Q2 2022 and held it in 10 quarters.
  • Blue Trust Inc's iShares Frontier and Select EM ETF position peaked at $2.56M in Q1 2023.
  • 72 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.