EW
FM

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

Evoke Wealth’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
Q2 		– Sell
-234
Closed -$7K – 1270
2021
Q1 		$7K Buy
+234
New +$6.88K ﹤0.01% 786

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Evoke Wealth's FM Position: Q2 2021 in Review

Evoke Wealth sold out of iShares Frontier and Select EM ETF (FM) in Q2 2021, closing a stake of 234 shares — an estimated $7K sold.

Evoke Wealth first reported a position in FM in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 105 funds tracked by Wall St. Rank hold FM as of Q2 2021.

  • Evoke Wealth reported no remaining iShares Frontier and Select EM ETF position as of Q2 2021 after selling out during the quarter.
  • Evoke Wealth sold 234 iShares Frontier and Select EM ETF shares in Q2 2021, an estimated $7K.
  • Evoke Wealth first reported a position in iShares Frontier and Select EM ETF in Q1 2021 and held it in 1 quarter.
  • Evoke Wealth's iShares Frontier and Select EM ETF position peaked at $7K in Q1 2021.
  • 105 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.