DFA
FM

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

DHK Financial 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
2025
Q1 		– Sell
-112,900
Closed -$3.06M – 100
2024
Q4 		$3.06M Buy
112,900
+1,844
+2% +$50.8K 1.86% 9
2024
Q3 		$3.06M Sell
111,056
-61,318
-36% -$1.69M 1.87% 11
2024
Q2 		$4.73M Buy
172,374
+3,932
+2% +$110K 3.3% 6
2024
Q1 		$4.83M Buy
168,442
+11
+0% +$296 3.42% 6
2023
Q4 		$4.43M Buy
168,431
+16,438
+11% +$427K 3.32% 7
2023
Q3 		$3.94M Buy
151,993
+17,126
+13% +$462K 3.51% 8
2023
Q2 		$3.49M Buy
134,867
+10,976
+9% +$279K 2.97% 9
2023
Q1 		$3.17M Buy
123,891
+144
+0.1% +$3.69K 3.94% 7
2022
Q4 		$3.15M Buy
123,747
+567
+0.5% +$14.1K 4.38% 7
2022
Q3 		$3M Buy
123,180
+1,849
+2% +$49.8K 4.92% 6
2022
Q2 		$3.25M Buy
121,331
+6,989
+6% +$210K 3.11% 8
2022
Q1 		$3.72M Buy
114,342
+4,717
+4% +$159K 3.14% 7
2021
Q4 		$3.78M Buy
+109,625
New +$3.83M 3.56% 6

Other funds holding FM

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

DHK Financial Advisors's FM Position: Q1 2025 in Review

DHK Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 112,900 shares — an estimated $3.06M sold.

DHK Financial Advisors first reported a position in FM in Q4 2021 and held it in 13 quarters. The position peaked at $4.83M in Q1 2024. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

  • DHK Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
  • DHK Financial Advisors sold 112,900 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $3.06M.
  • DHK Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2021 and held it in 13 quarters.
  • DHK Financial Advisors's iShares Frontier and Select EM ETF position peaked at $4.83M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on DHK Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.