HWMA
FM icon

Heritage Wealth Management (Arizona)’s iShares Frontier and Select EM ETF FM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$23.6K Buy
926
+463
+100% +$11.5K ﹤0.01% 634
2022
Q3 		$11K Hold
463
– – ﹤0.01% 642
2022
Q2 		$12.4K Hold
463
– – ﹤0.01% 634
2022
Q1 		$15K Buy
+463
New +$15.6K ﹤0.01% 659

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Frontier and Select EM ETF (FM) stake by 100% in Q4 2022, buying an estimated $11.5K and bringing the position to 926 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Heritage Wealth Management (Arizona) first reported a position in FM in Q1 2022 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold FM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 926 shares of iShares Frontier and Select EM ETF worth $23.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 463 iShares Frontier and Select EM ETF shares in Q4 2022, an estimated $11.5K.
  • iShares Frontier and Select EM ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #634 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Frontier and Select EM ETF in Q1 2022 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.