CFA
FM

Carroll Financial Associates’s iShares Frontier and Select EM ETF FM Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-124
Closed -$4K – 2058
2021
Q3 		$4K Buy
+124
New +$4.16K ﹤0.01% 1456

Other funds holding FM

Wells Fargo
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
ASI
Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return

Carroll Financial Associates's FM Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares Frontier and Select EM ETF (FM) in Q4 2021, closing a stake of 124 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in FM in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 120 funds tracked by Wall St. Rank hold FM as of Q4 2021.

  • Carroll Financial Associates reported no remaining iShares Frontier and Select EM ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 124 iShares Frontier and Select EM ETF shares in Q4 2021, an estimated $4K.
  • Carroll Financial Associates first reported a position in iShares Frontier and Select EM ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's iShares Frontier and Select EM ETF position peaked at $4K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.