C.M. Bidwell & Associates’s iShares Frontier and Select EM ETF FM Stock Holding History

C.M. Bidwell & Associates’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
2023 Q4	–	Sell	-347	Closed	-$8.99K	–	593
2023 Q3	$8.99K	Hold	347	–	–	0.01%	363
2023 Q2	$8.98K	Sell	347 -39	-10%	-$991	0.01%	375
2023 Q1	$9.88K	Hold	386	–	–	0.01%	368
2022 Q4	$9.83K	Hold	386	–	–	0.01%	355
2022 Q3	$9K	Hold	386	–	–	0.01%	360
2022 Q2	$10K	Hold	386	–	–	0.01%	351
2022 Q1	$13K	Hold	386	–	–	0.01%	353
2021 Q4	$13K	Buy	386 +174	+82%	+$6.09K	0.01%	374
2021 Q3	$7K	Hold	212	–	–	﹤0.01%	418
2021 Q2	$7K	Hold	212	–	–	﹤0.01%	421
2021 Q1	$6K	Hold	212	–	–	﹤0.01%	428
2020 Q4	$6K	Buy	+212	New	+$5.79K	﹤0.01%	417

Other funds holding FM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

DFA

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

C.M. Bidwell & Associates's FM Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of iShares Frontier and Select EM ETF (FM) in Q4 2023, closing a stake of 347 shares — an estimated $8.99K sold.

C.M. Bidwell & Associates first reported a position in FM in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q1 2022. 96 funds tracked by Wall St. Rank hold FM as of Q4 2023.

C.M. Bidwell & Associates reported no remaining iShares Frontier and Select EM ETF position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 347 iShares Frontier and Select EM ETF shares in Q4 2023, an estimated $8.99K.
C.M. Bidwell & Associates first reported a position in iShares Frontier and Select EM ETF in Q4 2020 and held it in 12 quarters.
C.M. Bidwell & Associates's iShares Frontier and Select EM ETF position peaked at $13K in Q1 2022.
96 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.