CWM
FM
Congress Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,771
| Closed | -$238K | – | 1137 |
|
|
2024
Q4 | $238K | Buy |
+8,771
| New | +$238K | ﹤0.01% | 816 |
|
|
2024
Q3 | – | Sell |
-61,335
| Closed | -$1.68M | – | 879 |
|
|
2024
Q2 | $1.68M | Sell |
61,335
-403
| -0.7% | -$11.1K | 0.03% | 376 |
|
|
2024
Q1 | $1.77M | Sell |
61,738
-3,388
| -5% | -$97.1K | 0.03% | 328 |
|
|
2023
Q4 | $1.71M | Buy |
65,126
+2,145
| +3% | +$56.4K | 0.03% | 333 |
|
|
2023
Q3 | $1.63M | Sell |
62,981
-11,770
| -16% | -$305K | 0.03% | 324 |
|
|
2023
Q2 | $1.93M | Sell |
74,751
-2,713
| -4% | -$70.2K | 0.04% | 264 |
|
|
2023
Q1 | $1.98M | Buy |
77,464
+1,744
| +2% | +$44.6K | 0.05% | 266 |
|
|
2022
Q4 | $1.93M | Buy |
75,720
+1,897
| +3% | +$48.3K | 0.05% | 264 |
|
|
2022
Q3 | $1.8M | Buy |
73,823
+1,786
| +2% | +$43.5K | 0.05% | 282 |
|
|
2022
Q2 | $1.93M | Sell |
72,037
-1,027
| -1% | -$27.6K | 0.05% | 280 |
|
|
2022
Q1 | $2.38M | Sell |
73,064
-37,728
| -34% | -$1.23M | 0.05% | 283 |
|
|
2021
Q4 | $3.82M | Buy |
+110,792
| New | +$3.82M | 0.08% | 250 |
|