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 $563M AUM 41.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $62.7B AUM 29.77% 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 $179M AUM 23.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Covestor's FM Position: Q4 2024 in Review

Covestor sold out of iShares Frontier and Select EM ETF (FM) in Q4 2024, closing a stake of 6 shares.

Covestor first reported a position in FM in Q4 2021 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 72 funds tracked by Wall St. Rank hold FM as of Q4 2024.

  • Covestor reported no remaining iShares Frontier and Select EM ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 6 iShares Frontier and Select EM ETF shares in Q4 2024.
  • Covestor first reported a position in iShares Frontier and Select EM ETF in Q4 2021 and held it in 11 quarters.
  • Covestor's iShares Frontier and Select EM ETF position peaked at $1K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.