CWM
FM

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

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-47,739
Closed -$1.5M – 1324
2018
Q3 		$1.5M Buy
47,739
+17,087
+56% +$491K 0.02% 592
2018
Q2 		$1.08M Buy
+30,652
New +$987K 0.01% 733

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Cornerstone Wealth Management's FM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 47,739 shares — an estimated $1.5M sold.

Cornerstone Wealth Management first reported a position in FM in Q2 2018 and held it in 2 quarters. The position peaked at $1.5M in Q3 2018. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 47,739 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $1.5M.
  • Cornerstone Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Frontier and Select EM ETF position peaked at $1.5M in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.