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

Glassman Wealth Services’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 Q1	–	Sell	-600	Closed	-$15.8K	–	1977
2023 Q4	$15.8K	Hold	600	–	–	﹤0.01%	757
2023 Q3	$15.6K	Buy	+600	New	+$16.2K	﹤0.01%	725
2023 Q1	–	Sell	-600	Closed	-$15.3K	–	2046
2022 Q4	$15.3K	Hold	600	–	–	﹤0.01%	730
2022 Q3	$15K	Hold	600	–	–	﹤0.01%	698
2022 Q2	$16K	Hold	600	–	–	﹤0.01%	694
2022 Q1	$20K	Hold	600	–	–	﹤0.01%	654
2021 Q4	$21K	Hold	600	–	–	﹤0.01%	603
2021 Q3	$20K	Hold	600	–	–	﹤0.01%	588
2021 Q2	$20K	Hold	600	–	–	﹤0.01%	582
2021 Q1	$18K	Hold	600	–	–	﹤0.01%	565
2020 Q4	$17K	Hold	600	–	–	﹤0.01%	584
2020 Q3	$15K	Hold	600	–	–	﹤0.01%	526
2020 Q2	$15K	Hold	600	–	–	﹤0.01%	431
2020 Q1	$13K	Hold	600	–	–	0.01%	404
2019 Q4	$18K	Buy	+600	New	+$17.4K	0.01%	397

Other funds holding FM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

DFA

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Glassman Wealth Services's FM Position: Q1 2024 in Review

Glassman Wealth Services sold out of iShares Frontier and Select EM ETF (FM) in Q1 2024, closing a stake of 600 shares — an estimated $15.8K sold.

Glassman Wealth Services first reported a position in FM in Q4 2019 and held it in 15 quarters. The position peaked at $21K in Q4 2021. 103 funds tracked by Wall St. Rank hold FM as of Q1 2024.

Glassman Wealth Services reported no remaining iShares Frontier and Select EM ETF position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 600 iShares Frontier and Select EM ETF shares in Q1 2024, an estimated $15.8K.
Glassman Wealth Services first reported a position in iShares Frontier and Select EM ETF in Q4 2019 and held it in 15 quarters.
Glassman Wealth Services's iShares Frontier and Select EM ETF position peaked at $21K in Q4 2021.
103 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.