C
FM

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

Covestor’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
2024
Q4 		– Sell
-6
Closed – – 2894
2024
Q3 		$0 Hold
6
– – ﹤0.01% 2929
2024
Q2 		$0 Hold
6
– – ﹤0.01% 2916
2024
Q1 		$0 Hold
6
– – ﹤0.01% 2922
2023
Q4 		$0 Hold
6
– – ﹤0.01% 2901
2023
Q3 		$0 Hold
6
– – ﹤0.01% 2916
2023
Q2 		$0 Hold
6
– – ﹤0.01% 2848
2023
Q1 		$0 Hold
6
– – ﹤0.01% 2803
2022
Q4 		$0 Hold
6
– – ﹤0.01% 2844
2022
Q3 		$0 Sell
6
-13
-68% -$350 ﹤0.01% 2868
2022
Q2 		$1K Buy
+19
New +$571 ﹤0.01% 1836
2022
Q1 		– Sell
-43
Closed -$1K – 2578
2021
Q4 		$1K Buy
+43
New +$1.5K ﹤0.01% 2071

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return