Congress Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Congress Wealth Management's FM Position: Q1 2025 in Review

Congress Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 8,771 shares — an estimated $238K sold.

Congress Wealth Management first reported a position in FM in Q4 2021 and held it in 12 quarters. The position peaked at $3.82M in Q4 2021. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

• Congress Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
• Congress Wealth Management sold 8,771 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $238K.
• Congress Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q4 2021 and held it in 12 quarters.
• Congress Wealth Management's iShares Frontier and Select EM ETF position peaked at $3.82M in Q4 2021.
• 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.