GSWM
FM

Golden State Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Golden State Wealth Management’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
2019
Q2 		– Sell
-100
Closed -$3K – 1200
2019
Q1 		$3K Buy
+100
New +$2.82K ﹤0.01% 1005

Other funds holding FM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's FM Position: Q2 2019 in Review

Golden State Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in FM in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 131 funds tracked by Wall St. Rank hold FM as of Q2 2019.

  • Golden State Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 100 iShares Frontier and Select EM ETF shares in Q2 2019, an estimated $3K.
  • Golden State Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's iShares Frontier and Select EM ETF position peaked at $3K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.