Capasso Planning Partners
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Capasso Planning Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

Capasso Planning Partners’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
-109,216
Closed -$3M – 157
2024
Q2 		$3M Sell
109,216
-6,114
-5% -$171K 0.97% 22
2024
Q1 		$3.3M Buy
115,330
+4,608
+4% +$124K 1.37% 16
2023
Q4 		$2.91M Buy
110,722
+8,479
+8% +$220K 1.36% 17
2023
Q3 		$2.65M Buy
102,243
+3,219
+3% +$86.8K 1.42% 18
2023
Q2 		$2.56M Buy
99,024
+4,710
+5% +$120K 1.38% 19
2023
Q1 		$2.41M Buy
94,314
+5,019
+6% +$129K 1.42% 19
2022
Q4 		$2.27M Buy
89,295
+2,294
+3% +$56.9K 1.45% 19
2022
Q3 		$2.12M Sell
87,001
-4,600
-5% -$124K 1.48% 21
2022
Q2 		$2.46M Buy
91,601
+2,785
+3% +$83.8K 1.74% 19
2022
Q1 		$2.89M Buy
88,816
+942
+1% +$31.7K 2.04% 15
2021
Q4 		$3.03M Buy
+87,874
New +$3.07M 2.22% 14

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DHK Financial Advisors
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Lake Street Advisors Group
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Gould Capital
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Texas Yale Capital Corp
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Regal Investment Advisors
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Capasso Planning Partners's FM Position: Q3 2024 in Review

Capasso Planning Partners sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 109,216 shares — an estimated $3M sold.

Capasso Planning Partners first reported a position in FM in Q4 2021 and held it in 11 quarters. The position peaked at $3.3M in Q1 2024. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Capasso Planning Partners reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 109,216 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $3M.
  • Capasso Planning Partners first reported a position in iShares Frontier and Select EM ETF in Q4 2021 and held it in 11 quarters.
  • Capasso Planning Partners's iShares Frontier and Select EM ETF position peaked at $3.3M in Q1 2024.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Capasso Planning Partners's 13F filing for Q3 2024, filed 2 Dec 2024.