CA
FM

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

Claro 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
2025
Q1 		– Sell
-17,010
Closed -$462K – 557
2024
Q4 		$462K Buy
17,010
+1,639
+11% +$45.1K 0.06% 259
2024
Q3 		$423K Buy
15,371
+842
+6% +$23.3K 0.05% 298
2024
Q2 		$399K Buy
14,529
+875
+6% +$24.4K 0.06% 267
2024
Q1 		$391K Buy
13,654
+46
+0.3% +$1.24K 0.07% 274
2023
Q4 		$358K Buy
13,608
+628
+5% +$16.3K 0.08% 262
2023
Q3 		$336K Buy
12,980
+578
+5% +$15.6K 0.08% 254
2023
Q2 		$321K Buy
12,402
+1,400
+13% +$35.6K 0.08% 257
2023
Q1 		$282K Buy
11,002
+61
+0.6% +$1.56K 0.08% 262
2022
Q4 		$279K Buy
10,941
+1,734
+19% +$43K 0.09% 234
2022
Q3 		$247K Hold
9,207
– – 0.1% 221
2022
Q2 		$247K Buy
+9,207
New +$277K 0.1% 221

Other funds holding FM

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Claro Advisors's FM Position: Q1 2025 in Review

Claro Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 17,010 shares — an estimated $462K sold.

Claro Advisors first reported a position in FM in Q2 2022 and held it in 11 quarters. The position peaked at $462K in Q4 2024. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

  • Claro Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
  • Claro Advisors sold 17,010 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $462K.
  • Claro Advisors first reported a position in iShares Frontier and Select EM ETF in Q2 2022 and held it in 11 quarters.
  • Claro Advisors's iShares Frontier and Select EM ETF position peaked at $462K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.