Independence Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Independence Wealth Advisors’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	-6,775	Closed	-$238K	–	26
2018 Q1	$238K	Sell	6,775 -241	-3%	-$8.39K	0.22%	24
2017 Q4	$232K	Buy	+7,016	New	+$226K	0.21%	25

Other funds holding FM

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

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Independence Wealth Advisors's FM Position: Q2 2018 in Review

Independence Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2018, closing a stake of 6,775 shares — an estimated $238K sold.

Independence Wealth Advisors first reported a position in FM in Q4 2017 and held it in 2 quarters. The position peaked at $238K in Q1 2018. 130 funds tracked by Wall St. Rank hold FM as of Q2 2018.

Independence Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2018 after selling out during the quarter.
Independence Wealth Advisors sold 6,775 iShares Frontier and Select EM ETF shares in Q2 2018, an estimated $238K.
Independence Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2017 and held it in 2 quarters.
Independence Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $238K in Q1 2018.
130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2018.

Based on Independence Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.