GRP
FM

Global Retirement Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

Global Retirement Partners’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
Q4 		$2.01K Hold
74
– – ﹤0.01% 3071
2024
Q3 		$2.04K Hold
74
– – ﹤0.01% 2936
2024
Q2 		$2.03K Hold
74
– – ﹤0.01% 2959
2024
Q1 		$2.12K Hold
74
– – ﹤0.01% 2728
2023
Q4 		$1.97K Hold
74
– – ﹤0.01% 2679
2023
Q3 		$1.88K Hold
74
– – ﹤0.01% 2560
2023
Q2 		$1.91K Hold
74
– – ﹤0.01% 2565
2023
Q1 		$1.85K Sell
74
-27,221
-100% -$698K ﹤0.01% 2534
2022
Q4 		$695K Sell
27,295
-407
-1% -$10.1K 0.05% 316
2022
Q3 		$652K Buy
27,702
+2,211
+9% +$59.5K 0.05% 321
2022
Q2 		$684K Buy
25,491
+596
+2% +$17.9K 0.05% 306
2022
Q1 		$724K Buy
+24,895
New +$838K 0.06% 298
2021
Q4 		– Sell
-183
Closed -$6K – 2036
2021
Q3 		$6K Hold
183
– – ﹤0.01% 1590
2021
Q2 		$6K Sell
183
-67
-27% -$2.13K ﹤0.01% 1544
2021
Q1 		$7K Hold
250
– – ﹤0.01% 1405
2020
Q4 		$7K Hold
250
– – ﹤0.01% 1382
2020
Q3 		$6K Hold
250
– – ﹤0.01% 1298
2020
Q2 		$6K Hold
250
– – ﹤0.01% 1273
2020
Q1 		$5K Hold
250
– – ﹤0.01% 1259
2019
Q4 		$8K Hold
250
– – ﹤0.01% 1219
2019
Q3 		$7K Hold
250
– – ﹤0.01% 1226
2019
Q2 		$7K Sell
250
-1,196
-83% -$34.5K ﹤0.01% 1225
2019
Q1 		$41K Sell
1,446
-257
-15% -$7.25K 0.01% 604
2018
Q4 		$45K Buy
1,703
+21
+1% +$573 0.01% 533
2018
Q3 		$48K Buy
1,682
+12
+0.7% +$345 0.01% 578
2018
Q2 		$48K Hold
1,670
– – 0.01% 554
2018
Q1 		$59K Sell
1,670
-177
-10% -$6.16K 0.02% 488
2017
Q4 		$61K Hold
1,847
– – 0.02% 454
2017
Q3 		$58K Hold
1,847
– – 0.02% 407
2017
Q2 		$53K Buy
1,847
+36
+2% +$1.04K 0.02% 400
2017
Q1 		$50K Buy
1,811
+73
+4% +$2.01K 0.03% 381
2016
Q4 		$43K Buy
+1,738
New +$43.6K 0.03% 378

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 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 $179M AUM 23.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Global Retirement Partners's FM Position: Q4 2024 in Review

Global Retirement Partners held its iShares Frontier and Select EM ETF (FM) position steady in Q4 2024 at 74 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Global Retirement Partners first reported a position in FM in Q4 2016 and has held it in 32 quarters since. The position peaked at $724K in Q1 2022. 72 funds tracked by Wall St. Rank hold FM as of Q4 2024.

  • Global Retirement Partners held 74 shares of iShares Frontier and Select EM ETF worth $2.01K as of Q4 2024.
  • Global Retirement Partners left its iShares Frontier and Select EM ETF share count unchanged in Q4 2024.
  • iShares Frontier and Select EM ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3071 holding.
  • Global Retirement Partners first reported a position in iShares Frontier and Select EM ETF in Q4 2016 and has held it in 32 quarters since.
  • Global Retirement Partners's iShares Frontier and Select EM ETF position peaked at $724K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.