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Cadinha & Co’s iShares Frontier and Select EM ETF FM Stock Holding History

Cadinha & Co’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
2018
Q4 		– Sell
-7,803
Closed -$222K – 138
2018
Q3 		$222K Buy
+7,803
New +$224K 0.04% 122
2018
Q2 		– Sell
-6,899
Closed -$242K – 136
2018
Q1 		$242K Sell
6,899
-1,425
-17% -$49.6K 0.05% 116
2017
Q4 		$276K Buy
8,324
+774
+10% +$25K 0.04% 115
2017
Q3 		$237K Buy
+7,550
New +$227K 0.04% 119

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Cadinha & Co's FM Position: Q4 2018 in Review

Cadinha & Co sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 7,803 shares — an estimated $222K sold.

Cadinha & Co first reported a position in FM in Q3 2017 and held it in 4 quarters. The position peaked at $276K in Q4 2017. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

  • Cadinha & Co reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
  • Cadinha & Co sold 7,803 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $222K.
  • Cadinha & Co first reported a position in iShares Frontier and Select EM ETF in Q3 2017 and held it in 4 quarters.
  • Cadinha & Co's iShares Frontier and Select EM ETF position peaked at $276K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Cadinha & Co's 13F filing for Q4 2018, filed 29 Jan 2019.