Financial & Tax Architects’s iShares Frontier and Select EM ETF FM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,977
| Closed | -$678K | – | 113 |
|
|
2024
Q4 | $678K | Buy |
24,977
+2,673
| +12% | +$72.5K | 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% | +$266K | 0.21% | 55 |
|
|
2024
Q1 | $525K | Buy |
18,330
+1,295
| +8% | +$37.1K | 0.14% | 69 |
|
|
2023
Q4 | $448K | Buy |
+17,035
| New | +$448K | 0.13% | 69 |
|
|
2023
Q3 | – | Sell |
-24,741
| Closed | -$640K | – | 94 |
|
|
2023
Q2 | $640K | Buy |
24,741
+7,949
| +47% | +$206K | 0.2% | 56 |
|
|
2023
Q1 | $430K | Buy |
16,792
+3,275
| +24% | +$83.8K | 0.14% | 61 |
|
|
2022
Q4 | $364K | Buy |
13,517
+1,674
| +14% | +$45.1K | 0.12% | 65 |
|
|
2022
Q3 | $288K | Buy |
+11,843
| New | +$288K | 0.11% | 60 |
|
|
2022
Q2 | – | Sell |
-8,512
| Closed | -$277K | – | 99 |
|
|
2022
Q1 | $277K | Sell |
8,512
-2,018
| -19% | -$65.6K | 0.1% | 80 |
|
|
2021
Q4 | $363K | Buy |
10,530
+1,550
| +17% | +$53.5K | 0.15% | 83 |
|
|
2021
Q3 | $305K | Buy |
8,980
+167
| +2% | +$5.66K | 0.14% | 92 |
|
|
2021
Q2 | $293K | Buy |
8,813
+1,022
| +13% | +$33.9K | 0.14% | 91 |
|
|
2021
Q1 | $230K | Buy |
+7,791
| New | +$230K | 0.13% | 94 |
|