CA
FM

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

Crewe Advisors’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
2019
Q3 		– Sell
-193
Closed -$6K – 328
2019
Q2 		$6K Buy
+193
New +$5.56K ﹤0.01% 236

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crewe Advisors's FM Position: Q3 2019 in Review

Crewe Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2019, closing a stake of 193 shares — an estimated $6K sold.

Crewe Advisors first reported a position in FM in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 127 funds tracked by Wall St. Rank hold FM as of Q3 2019.

  • Crewe Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2019 after selling out during the quarter.
  • Crewe Advisors sold 193 iShares Frontier and Select EM ETF shares in Q3 2019, an estimated $6K.
  • Crewe Advisors first reported a position in iShares Frontier and Select EM ETF in Q2 2019 and held it in 1 quarter.
  • Crewe Advisors's iShares Frontier and Select EM ETF position peaked at $6K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.