Financial & Tax Architects’s iShares Frontier and Select EM ETF FM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,977
| Closed | -$678K | – | 113 |
|
|
2024
Q4 | $678K | Buy |
24,977
+2,673
| +12% | +$73.6K | 0.17% | 66 |
|
|
2024
Q3 | $614K | Sell |
22,304
-5,695
| -20% | -$157K | 0.16% | 68 |
|
|
2024
Q2 | $769K | Buy |
27,999
+9,669
| +53% | +$270K | 0.21% | 55 |
|
|
2024
Q1 | $525K | Buy |
18,330
+1,295
| +8% | +$34.9K | 0.14% | 69 |
|
|
2023
Q4 | $448K | Buy |
+17,035
| New | +$443K | 0.13% | 69 |
|
|
2023
Q3 | – | Sell |
-24,741
| Closed | -$640K | – | 94 |
|
|
2023
Q2 | $640K | Buy |
24,741
+7,949
| +47% | +$202K | 0.2% | 56 |
|
|
2023
Q1 | $430K | Buy |
16,792
+3,275
| +24% | +$84K | 0.14% | 61 |
|
|
2022
Q4 | $364K | Buy |
13,517
+1,674
| +14% | +$41.5K | 0.12% | 65 |
|
|
2022
Q3 | $288K | Buy |
+11,843
| New | +$319K | 0.11% | 60 |
|
|
2022
Q2 | – | Sell |
-8,512
| Closed | -$277K | – | 99 |
|
|
2022
Q1 | $277K | Sell |
8,512
-2,018
| -19% | -$67.9K | 0.1% | 80 |
|
|
2021
Q4 | $363K | Buy |
10,530
+1,550
| +17% | +$54.2K | 0.15% | 83 |
|
|
2021
Q3 | $305K | Buy |
8,980
+167
| +2% | +$5.6K | 0.14% | 92 |
|
|
2021
Q2 | $293K | Buy |
8,813
+1,022
| +13% | +$32.4K | 0.14% | 91 |
|
|
2021
Q1 | $230K | Buy |
+7,791
| New | +$229K | 0.13% | 94 |
|
Other funds holding FM
Financial & Tax Architects's FM Position: Q1 2025 in Review
Financial & Tax Architects sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 24,977 shares — an estimated $678K sold.
Financial & Tax Architects first reported a position in FM in Q1 2021 and held it in 14 quarters. The position peaked at $769K in Q2 2024. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.
- Financial & Tax Architects reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
- Financial & Tax Architects sold 24,977 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $678K.
- Financial & Tax Architects first reported a position in iShares Frontier and Select EM ETF in Q1 2021 and held it in 14 quarters.
- Financial & Tax Architects's iShares Frontier and Select EM ETF position peaked at $769K in Q2 2024.
- 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.
Based on Financial & Tax Architects's 13F filing for Q1 2025, filed 6 May 2025.