BOPW
FM

Brandywine Oak Private Wealth’s iShares Frontier and Select EM ETF FM Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-54
Closed -$1K – 729
2018
Q4 		$1K Buy
+54
New +$1.47K ﹤0.01% 701

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Brandywine Oak Private Wealth's FM Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares Frontier and Select EM ETF (FM) in Q1 2019, closing a stake of 54 shares — an estimated $1K sold.

Brandywine Oak Private Wealth first reported a position in FM in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 131 funds tracked by Wall St. Rank hold FM as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares Frontier and Select EM ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 54 iShares Frontier and Select EM ETF shares in Q1 2019, an estimated $1K.
  • Brandywine Oak Private Wealth first reported a position in iShares Frontier and Select EM ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares Frontier and Select EM ETF position peaked at $1K in Q4 2018.
  • 131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.