BTI
FM

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 $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 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
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return