EFN
FM

Equita Financial Network’s iShares Frontier and Select EM ETF FM Stock Holding History

Equita Financial Network’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
2024
Q3 		– Sell
-198,179
Closed -$5.44M – 88
2024
Q2 		$5.44M Buy
198,179
+18,421
+10% +$515K 2.27% 15
2024
Q1 		$5.15M Buy
179,758
+26,349
+17% +$710K 2.31% 16
2023
Q4 		$4.04M Sell
153,409
-5,716
-4% -$149K 2.15% 18
2023
Q3 		$4.13M Buy
+159,125
New +$4.29M 2.54% 17

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Equita Financial Network's FM Position: Q3 2024 in Review

Equita Financial Network sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 198,179 shares — an estimated $5.44M sold.

Equita Financial Network first reported a position in FM in Q3 2023 and held it in 4 quarters. The position peaked at $5.44M in Q2 2024. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Equita Financial Network reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Equita Financial Network sold 198,179 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $5.44M.
  • Equita Financial Network first reported a position in iShares Frontier and Select EM ETF in Q3 2023 and held it in 4 quarters.
  • Equita Financial Network's iShares Frontier and Select EM ETF position peaked at $5.44M in Q2 2024.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Equita Financial Network's 13F filing for Q3 2024, filed 7 Nov 2024.