Creative Financial Designs’s iShares Frontier and Select EM ETF FM Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-507	Closed	-$14.5K	–	1740
2024 Q1	$14.5K	Hold	507	–	–	﹤0.01%	1045
2023 Q4	$13.3K	Hold	507	–	–	﹤0.01%	1011
2023 Q3	$13.1K	Hold	507	–	–	﹤0.01%	956
2023 Q2	$13.1K	Hold	507	–	–	﹤0.01%	942
2023 Q1	$13K	Hold	507	–	–	﹤0.01%	900
2022 Q4	$12.9K	Hold	507	–	–	﹤0.01%	858
2022 Q3	$12K	Hold	507	–	–	﹤0.01%	864
2022 Q2	$14K	Hold	507	–	–	﹤0.01%	804
2022 Q1	$16K	Hold	507	–	–	﹤0.01%	817
2021 Q4	$17K	Hold	507	–	–	﹤0.01%	802
2021 Q3	$17K	Hold	507	–	–	﹤0.01%	911
2021 Q2	$17K	Hold	507	–	–	﹤0.01%	907
2021 Q1	$15K	Hold	507	–	–	﹤0.01%	860
2020 Q4	$14K	Hold	507	–	–	﹤0.01%	799
2020 Q3	$13K	Hold	507	–	–	﹤0.01%	760
2020 Q2	$12K	Buy	+507	New	+$11.6K	﹤0.01%	721
2018 Q1	–	Sell	-80	Closed	-$3K	–	803
2017 Q4	$3K	Sell	80 -3,380	-98%	-$109K	﹤0.01%	578
2017 Q3	$108K	Sell	3,460 -331	-9%	-$9.95K	0.06%	179
2017 Q2	$108K	Buy	+3,791	New	+$110K	0.07%	176

Other funds holding FM

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

DFA

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Creative Financial Designs's FM Position: Q2 2024 in Review

Creative Financial Designs sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 507 shares — an estimated $14.5K sold.

Creative Financial Designs first reported a position in FM in Q2 2017 and held it in 19 quarters. The position peaked at $108K in Q3 2017. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

Creative Financial Designs reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 507 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $14.5K.
Creative Financial Designs first reported a position in iShares Frontier and Select EM ETF in Q2 2017 and held it in 19 quarters.
Creative Financial Designs's iShares Frontier and Select EM ETF position peaked at $108K in Q3 2017.
91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.