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 $4.34B AUM 17.55% 1-Year Est. Return

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

EFN

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

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

DFA

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

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

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

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

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

LSAG

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

Gould Asset Management's FM Position: Q2 2024 in Review

Gould Asset Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 7,070 shares — an estimated $203K sold.

Gould Asset Management first reported a position in FM in Q1 2018 and held it in 6 quarters. The position peaked at $222K in Q1 2018. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

Gould Asset Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
Gould Asset Management sold 7,070 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $203K.
Gould Asset Management first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 6 quarters.
Gould Asset Management's iShares Frontier and Select EM ETF position peaked at $222K in Q1 2018.
91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Gould Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.