Creative Planning’s iShares Frontier and Select EM ETF FM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $746K | Hold |
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|
2022
Q4 | $742K | Sell |
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|
2022
Q3 | $724K | Buy |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $961K | Buy |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $747K | Hold |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $558K | Sell |
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|
2020
Q1 | $511K | Sell |
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|
2019
Q4 | $760K | Sell |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $862K | Buy |
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|
2019
Q1 | $826K | Sell |
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|
2018
Q4 | $762K | Buy |
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|
2018
Q3 | $825K | Sell |
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|
2018
Q2 | $841K | Buy |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $952K | Buy |
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|
2017
Q3 | $876K | Sell |
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|
2017
Q2 | $800K | Sell |
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|
2017
Q1 | $841K | Buy |
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|
2016
Q4 | $629K | Sell |
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|
2016
Q3 | $702K | Hold |
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|
2016
Q2 | $669K | Buy |
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|
2016
Q1 | $671K | Hold |
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|
2015
Q4 | $680K | Sell |
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|
2015
Q3 | $699K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $223K | Buy |
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|
2014
Q4 | $187K | Buy |
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|
2014
Q3 | $151K | Buy |
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|
2014
Q2 | $73K | Buy |
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|
2014
Q1 | $5K | Buy |
|