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

Camarda 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
2019 Q1	–	Sell	-20,882	Closed	-$546K	–	580
2018 Q4	$546K	Sell	20,882 -449	-2%	-$12.2K	0.65%	30
2018 Q3	$607K	Sell	21,331 -2,984	-12%	-$85.7K	0.69%	27
2018 Q2	$701K	Sell	24,315 -641	-3%	-$20.6K	0.74%	35
2018 Q1	$876K	Buy	24,956 +11,606	+87%	+$404K	0.91%	30
2017 Q4	$442K	Sell	13,350 -5,593	-30%	-$181K	0.53%	51
2017 Q3	$593K	Sell	18,943 -1,294	-6%	-$38.9K	0.64%	39
2017 Q2	$578K	Sell	20,237 -13,059	-39%	-$378K	0.62%	43
2017 Q1	$924K	Sell	33,296 -24,820	-43%	-$682K	0.9%	36
2016 Q4	$1.44M	Sell	58,116 -12,123	-17%	-$304K	0.98%	38
2016 Q3	$1.8M	Sell	70,239 -44,096	-39%	-$1.1M	1.1%	26
2016 Q2	$2.8M	Sell	114,335 -7,575	-6%	-$190K	1.77%	15
2016 Q1	$3M	Sell	121,910 -920	-0.7%	-$21.8K	1.87%	12
2015 Q4	$3.06M	Sell	122,830 -25,984	-17%	-$667K	1.87%	11
2015 Q3	$3.74M	Sell	148,814 -1,752	-1%	-$47.6K	2.33%	12
2015 Q2	$4.41M	Buy	150,566 +19,220	+15%	+$584K	2.46%	8
2015 Q1	$3.91M	Buy	131,346 +25,667	+24%	+$775K	2.17%	10
2014 Q4	$3.25M	Sell	105,679 -1,618	-2%	-$56.2K	2.07%	13
2014 Q3	$4.06M	Sell	107,297 -2,513	-2%	-$96.8K	2.82%	8
2014 Q2	$3.96M	Buy	109,810 +80,866	+279%	+$3.06M	2.72%	7
2014 Q1	$1.05M	Buy	+28,944	New	+$999K	0.8%	40

Other funds holding FM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 $1.73B AUM 20.99% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

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 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

Camarda Financial Advisors's FM Position: Q1 2019 in Review

Camarda Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2019, closing a stake of 20,882 shares — an estimated $546K sold.

Camarda Financial Advisors first reported a position in FM in Q1 2014 and held it in 20 quarters. The position peaked at $4.41M in Q2 2015. 131 funds tracked by Wall St. Rank hold FM as of Q1 2019.

Camarda Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2019 after selling out during the quarter.
Camarda Financial Advisors sold 20,882 iShares Frontier and Select EM ETF shares in Q1 2019, an estimated $546K.
Camarda Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2014 and held it in 20 quarters.
Camarda Financial Advisors's iShares Frontier and Select EM ETF position peaked at $4.41M in Q2 2015.
131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2019.

Based on Camarda Financial Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.