EWA
FM

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

EP Wealth 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
2020
Q3 		– Sell
-15,721
Closed -$380K – 380
2020
Q2 		$380K Sell
15,721
-28,383
-64% -$650K 0.02% 280
2020
Q1 		$942K Sell
44,104
-90,656
-67% -$2.51M 0.05% 174
2019
Q4 		$4.09M Sell
134,760
-72,216
-35% -$2.09M 0.17% 90
2019
Q3 		$5.82M Buy
+206,976
New +$6.03M 0.29% 61

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

EP Wealth Advisors's FM Position: Q3 2020 in Review

EP Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2020, closing a stake of 15,721 shares — an estimated $380K sold.

EP Wealth Advisors first reported a position in FM in Q3 2019 and held it in 4 quarters. The position peaked at $5.82M in Q3 2019. 97 funds tracked by Wall St. Rank hold FM as of Q3 2020.

  • EP Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 15,721 iShares Frontier and Select EM ETF shares in Q3 2020, an estimated $380K.
  • EP Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2019 and held it in 4 quarters.
  • EP Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $5.82M in Q3 2019.
  • 97 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2020.

Based on EP Wealth Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.