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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,837
Closed -$303K 136
2023
Q1
$303K Sell
11,837
-76
-0.6% -$1.95K 0.23% 104
2022
Q4
$303K Buy
+11,913
New +$295K 0.24% 93

Other funds holding FM

Lodestone Wealth Management's FM Position: Q2 2023 in Review

Lodestone Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2023, closing a stake of 11,837 shares — an estimated $303K sold.

Lodestone Wealth Management first reported a position in FM in Q4 2022 and held it in 2 quarters. The position peaked at $303K in Q4 2022. 96 funds tracked by Wall St. Rank hold FM as of Q2 2023.

  • Lodestone Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2023 after selling out during the quarter.
  • Lodestone Wealth Management sold 11,837 iShares Frontier and Select EM ETF shares in Q2 2023, an estimated $303K.
  • Lodestone Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q4 2022 and held it in 2 quarters.
  • Lodestone Wealth Management's iShares Frontier and Select EM ETF position peaked at $303K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2023.

Based on Lodestone Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.