GI
FM

Gradient Investments’s iShares Frontier and Select EM ETF FM Stock Holding History

Gradient Investments’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
Q3 		– Sell
-82
Closed -$2.25K – 1373
2024
Q2 		$2.25K Buy
+82
New +$2.29K ﹤0.01% 969
2017
Q3 		– Sell
-52
Closed -$1K – 850
2017
Q2 		$1K Buy
+52
New +$1.5K ﹤0.01% 785

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 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 $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Gradient Investments's FM Position: Q3 2024 in Review

Gradient Investments sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 82 shares — an estimated $2.25K sold.

Gradient Investments first reported a position in FM in Q2 2017 and held it in 2 quarters. The position peaked at $2.25K in Q2 2024. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Gradient Investments reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 82 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $2.25K.
  • Gradient Investments first reported a position in iShares Frontier and Select EM ETF in Q2 2017 and held it in 2 quarters.
  • Gradient Investments's iShares Frontier and Select EM ETF position peaked at $2.25K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.