Key Financial Inc’s iShares Frontier and Select EM ETF FM Stock Holding History

Key Financial Inc’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	-12	Closed	-$344	–	1380
2024 Q1	$344	Hold	12	–	–	﹤0.01%	1253
2023 Q4	$316	Hold	12	–	–	﹤0.01%	1263
2023 Q3	$311	Hold	12	–	–	﹤0.01%	1285
2023 Q2	$310	Hold	12	–	–	﹤0.01%	1330
2023 Q1	$307	Hold	12	–	–	﹤0.01%	1123
2022 Q4	$292	Hold	12	–	–	﹤0.01%	1126
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1201
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1186
2022 Q1	$0	Hold	12	–	–	﹤0.01%	1129
2021 Q4	$0	Hold	12	–	–	﹤0.01%	1023
2021 Q3	$0	Hold	12	–	–	﹤0.01%	964
2021 Q2	$0	Hold	12	–	–	﹤0.01%	907
2021 Q1	$0	Hold	12	–	–	﹤0.01%	823
2020 Q4	$0	Buy	+12	New	+$328	﹤0.01%	755
2020 Q2	–	Sell	-12	Closed	–	–	731
2020 Q1	$0	Buy	+12	New	+$332	﹤0.01%	736

Other funds holding FM

CAL

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

EWM

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

Key Financial Inc's FM Position: Q2 2024 in Review

Key Financial Inc sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 12 shares — an estimated $344 sold.

Key Financial Inc first reported a position in FM in Q1 2020 and held it in 15 quarters. The position peaked at $344 in Q1 2024. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

Key Financial Inc reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 12 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $344.
Key Financial Inc first reported a position in iShares Frontier and Select EM ETF in Q1 2020 and held it in 15 quarters.
Key Financial Inc's iShares Frontier and Select EM ETF position peaked at $344 in Q1 2024.
91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.