LWM
FM

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

Liberty 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
2020
Q2 		– Sell
-176
Closed -$4K – 1027
2020
Q1 		$4K Buy
+176
New +$4.87K ﹤0.01% 649
2019
Q3 		– Sell
-175
Closed -$5K – 1036
2019
Q2 		$5K Buy
+175
New +$5.04K ﹤0.01% 679

Other funds holding FM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's FM Position: Q2 2020 in Review

Liberty Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2020, closing a stake of 176 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in FM in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 102 funds tracked by Wall St. Rank hold FM as of Q2 2020.

  • Liberty Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 176 iShares Frontier and Select EM ETF shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Frontier and Select EM ETF position peaked at $5K in Q2 2019.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.