Gould Asset Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Gould Asset 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
2024 Q2	–	Sell	-7,070	Closed	-$203K	–	169
2024 Q1	$203K	Buy	+7,070	New	+$190K	0.05%	159
2022 Q2	–	Sell	-6,225	Closed	-$202K	–	157
2022 Q1	$202K	Buy	6,225 +210	+3%	+$7.07K	0.06%	138
2021 Q4	$208K	Hold	6,015	–	–	0.06%	131
2021 Q3	$204K	Hold	6,015	–	–	0.06%	128
2021 Q2	$200K	Buy	+6,015	New	+$191K	0.06%	145
2018 Q2	–	Sell	-6,335	Closed	-$222K	–	149
2018 Q1	$222K	Buy	+6,335	New	+$220K	0.1%	126

Other funds holding FM

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return