EFG Asset Management (Americas)’s iShares Frontier and Select EM ETF FM Stock Holding History

EFG Asset Management (Americas)’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
2016 Q4	–	Sell	-3,436	Closed	-$88K	–	127
2016 Q3	$88K	Buy	+3,436	New	+$85.8K	0.04%	106
2015 Q3	–	Sell	-7,106	Closed	-$213K	–	104
2015 Q2	$213K	Buy	7,106 +6,996	+6,360%	+$213K	0.13%	93
2015 Q1	$3K	Sell	110 -5,610	-98%	-$169K	﹤0.01%	142
2014 Q4	$176K	Buy	+5,720	New	+$199K	0.11%	101

Other funds holding FM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return

EFG Asset Management (Americas)'s FM Position: Q4 2016 in Review

EFG Asset Management (Americas) sold out of iShares Frontier and Select EM ETF (FM) in Q4 2016, closing a stake of 3,436 shares — an estimated $88K sold.

EFG Asset Management (Americas) first reported a position in FM in Q4 2014 and held it in 4 quarters. The position peaked at $213K in Q2 2015. 92 funds tracked by Wall St. Rank hold FM as of Q4 2016.

EFG Asset Management (Americas) reported no remaining iShares Frontier and Select EM ETF position as of Q4 2016 after selling out during the quarter.
EFG Asset Management (Americas) sold 3,436 iShares Frontier and Select EM ETF shares in Q4 2016, an estimated $88K.
EFG Asset Management (Americas) first reported a position in iShares Frontier and Select EM ETF in Q4 2014 and held it in 4 quarters.
EFG Asset Management (Americas)'s iShares Frontier and Select EM ETF position peaked at $213K in Q2 2015.
92 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2016, filed 14 Feb 2017.