DI
FM

Disciplined Investments’s iShares Frontier and Select EM ETF FM Stock Holding History

Disciplined Investments’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
2021
Q3 		– Sell
-1,040
Closed -$35K – 458
2021
Q2 		$35K Buy
+1,040
New +$33K 0.02% 223

Other funds holding FM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
ASI
Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return

Disciplined Investments's FM Position: Q3 2021 in Review

Disciplined Investments sold out of iShares Frontier and Select EM ETF (FM) in Q3 2021, closing a stake of 1,040 shares — an estimated $35K sold.

Disciplined Investments first reported a position in FM in Q2 2021 and held it in 1 quarter. The position peaked at $35K in Q2 2021. 120 funds tracked by Wall St. Rank hold FM as of Q3 2021.

  • Disciplined Investments reported no remaining iShares Frontier and Select EM ETF position as of Q3 2021 after selling out during the quarter.
  • Disciplined Investments sold 1,040 iShares Frontier and Select EM ETF shares in Q3 2021, an estimated $35K.
  • Disciplined Investments first reported a position in iShares Frontier and Select EM ETF in Q2 2021 and held it in 1 quarter.
  • Disciplined Investments's iShares Frontier and Select EM ETF position peaked at $35K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2021.

Based on Disciplined Investments's 13F filing for Q3 2021, filed 9 Nov 2021.