IWM
FM

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

IHT 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
2018
Q2 		– Sell
-2,223
Closed -$78K – 1649
2018
Q1 		$78K Sell
2,223
-74
-3% -$2.58K 0.02% 549
2017
Q4 		$79K Sell
2,297
-41
-2% -$1.32K 0.02% 559
2017
Q3 		$74K Buy
2,338
+2,307
+7,442% +$69.3K 0.03% 413
2017
Q2 		$28 Buy
+31
New +$896 0.01% 684

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

IHT Wealth Management's FM Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2018, closing a stake of 2,223 shares — an estimated $78K sold.

IHT Wealth Management first reported a position in FM in Q2 2017 and held it in 4 quarters. The position peaked at $79K in Q4 2017. 131 funds tracked by Wall St. Rank hold FM as of Q2 2018.

  • IHT Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,223 iShares Frontier and Select EM ETF shares in Q2 2018, an estimated $78K.
  • IHT Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's iShares Frontier and Select EM ETF position peaked at $79K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.