LFG
FM

Larson Financial Group’s iShares Frontier and Select EM ETF FM Stock Holding History

Larson Financial Group’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
2021
Q4 		– Sell
-12
Closed – – 1207
2021
Q3 		$0 Hold
12
– – ﹤0.01% 979
2021
Q2 		$0 Hold
12
– – ﹤0.01% 974
2021
Q1 		$0 Hold
12
– – ﹤0.01% 959
2020
Q4 		$0 Hold
12
– – ﹤0.01% 885
2020
Q3 		$0 Hold
12
– – ﹤0.01% 880
2020
Q2 		$0 Buy
+12
New +$275 ﹤0.01% 793

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
ASI
Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return

Larson Financial Group's FM Position: Q4 2021 in Review

Larson Financial Group sold out of iShares Frontier and Select EM ETF (FM) in Q4 2021, closing a stake of 12 shares.

Larson Financial Group first reported a position in FM in Q2 2020 and held it in 6 quarters. The position peaked at $0 in Q3 2021. 120 funds tracked by Wall St. Rank hold FM as of Q4 2021.

  • Larson Financial Group reported no remaining iShares Frontier and Select EM ETF position as of Q4 2021 after selling out during the quarter.
  • Larson Financial Group sold 12 iShares Frontier and Select EM ETF shares in Q4 2021.
  • Larson Financial Group first reported a position in iShares Frontier and Select EM ETF in Q2 2020 and held it in 6 quarters.
  • Larson Financial Group's iShares Frontier and Select EM ETF position peaked at $0 in Q3 2021.
  • 120 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2021.

Based on Larson Financial Group's 13F filing for Q4 2021, filed 3 Feb 2022.