CIA
FM

Cape Investment Advisory’s iShares Frontier and Select EM ETF FM Stock Holding History

Cape Investment Advisory’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
2025
Q1 		– Sell
-130
Closed -$3.53K – 1206
2024
Q4 		$3.53K Buy
+130
New +$3.58K ﹤0.01% 805

Other funds holding FM

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Cape Investment Advisory's FM Position: Q1 2025 in Review

Cape Investment Advisory sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 130 shares — an estimated $3.53K sold.

Cape Investment Advisory first reported a position in FM in Q4 2024 and held it in 1 quarter. The position peaked at $3.53K in Q4 2024. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

  • Cape Investment Advisory reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 130 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $3.53K.
  • Cape Investment Advisory first reported a position in iShares Frontier and Select EM ETF in Q4 2024 and held it in 1 quarter.
  • Cape Investment Advisory's iShares Frontier and Select EM ETF position peaked at $3.53K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.