Cahill Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Cahill Financial Advisors’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 Q3	–	Sell	-62,110	Closed	-$1.71M	–	274
2024 Q2	$1.71M	Sell	62,110 -4,941	-7%	-$138K	0.23%	84
2024 Q1	$1.92M	Sell	67,051 -3,400	-5%	-$91.6K	0.26%	72
2023 Q4	$1.85M	Buy	70,451 +3,464	+5%	+$90K	0.27%	74
2023 Q3	$1.74M	Buy	66,987 +435	+0.7%	+$11.7K	0.29%	74
2023 Q2	$1.72M	Buy	66,552 +1,437	+2%	+$36.5K	0.28%	77
2023 Q1	$1.67M	Buy	65,115 +4,773	+8%	+$122K	0.3%	75
2022 Q4	$1.54M	Buy	60,342 +2,490	+4%	+$61.7K	0.3%	80
2022 Q3	$1.41M	Buy	57,852 +2,474	+4%	+$66.6K	0.3%	77
2022 Q2	$1.49M	Buy	55,378 +3,701	+7%	+$111K	0.32%	73
2022 Q1	$1.68M	Sell	51,677 -539	-1%	-$18.1K	0.32%	73
2021 Q4	$1.8M	Buy	52,216 +2,928	+6%	+$102K	0.35%	68
2021 Q3	$1.67M	Sell	49,288 -533	-1%	-$17.9K	0.34%	67
2021 Q2	$1.65M	Buy	49,821 +697	+1%	+$22.1K	0.37%	59
2021 Q1	$1.45M	Buy	49,124 +1,508	+3%	+$44.3K	0.35%	65
2020 Q4	$1.35M	Buy	47,616 +2,094	+5%	+$57.2K	0.34%	62
2020 Q3	$1.17M	Buy	45,522 +1,633	+4%	+$40.4K	0.42%	59
2020 Q2	$1.06M	Buy	43,889 +2,216	+5%	+$50.8K	0.41%	59
2020 Q1	$890K	Buy	41,673 +816	+2%	+$22.6K	0.41%	61
2019 Q4	$1.24M	Buy	40,857 +1,382	+4%	+$40K	0.45%	59
2019 Q3	$1.11M	Buy	39,475 +1,624	+4%	+$47.3K	0.43%	63
2019 Q2	$1.12M	Buy	37,851 +2,195	+6%	+$63.3K	0.44%	60
2019 Q1	$1.01M	Buy	35,656 +1,413	+4%	+$39.9K	0.42%	65
2018 Q4	$896K	Buy	34,243 +1,885	+6%	+$51.4K	0.45%	60
2018 Q3	$921K	Buy	32,358 +1,686	+5%	+$48.4K	0.41%	64
2018 Q2	$884K	Sell	30,672 -43	-0.1%	-$1.39K	0.41%	63
2018 Q1	$1.08M	Sell	30,715 -510	-2%	-$17.7K	0.52%	52
2017 Q4	$1.03M	Buy	31,225 +2,260	+8%	+$73K	0.52%	51
2017 Q3	$908K	Buy	28,965 +148	+0.5%	+$4.45K	0.48%	53
2017 Q2	$824K	Buy	28,817 +1,523	+6%	+$44K	0.46%	55
2017 Q1	$758K	Buy	27,294 +7,132	+35%	+$196K	0.44%	58
2016 Q4	$502K	Buy	20,162 +5,022	+33%	+$126K	0.31%	76
2016 Q3	$389K	Buy	+15,140	New	+$378K	0.25%	89