Calton & Associates’s iShares Frontier and Select EM ETF FM Stock Holding History

Calton & 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
2018 Q1	–	Sell	-1,786	Closed	-$64K	–	1533
2017 Q4	$64K	Buy	+1,786	New	+$57.6K	0.02%	612

Other funds holding FM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Calton & Associates's FM Position: Q1 2018 in Review

Calton & Associates sold out of iShares Frontier and Select EM ETF (FM) in Q1 2018, closing a stake of 1,786 shares — an estimated $64K sold.

Calton & Associates first reported a position in FM in Q4 2017 and held it in 1 quarter. The position peaked at $64K in Q4 2017. 146 funds tracked by Wall St. Rank hold FM as of Q1 2018.

Calton & Associates reported no remaining iShares Frontier and Select EM ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,786 iShares Frontier and Select EM ETF shares in Q1 2018, an estimated $64K.
Calton & Associates first reported a position in iShares Frontier and Select EM ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's iShares Frontier and Select EM ETF position peaked at $64K in Q4 2017.
146 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.