MAI Capital Management’s iShares Frontier and Select EM ETF FM Stock Holding History

MAI Capital 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
2025 Q1	–	Sell	-308	Closed	-$8.35K	–	3629
2024 Q4	$8.35K	Buy	+308	New	+$8.48K	﹤0.01%	2593
2015 Q3	–	Sell	-123,256	Closed	-$3.61M	–	490
2015 Q2	$3.61M	Buy	123,256 +1,400	+1%	+$42.6K	0.24%	108
2015 Q1	$3.62M	Buy	121,856 +5,903	+5%	+$178K	0.24%	106
2014 Q4	$3.57M	Buy	+115,953	New	+$4.03M	0.25%	95

Other funds holding FM

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MAI Capital Management's FM Position: Q1 2025 in Review

MAI Capital Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 308 shares — an estimated $8.35K sold.

MAI Capital Management first reported a position in FM in Q4 2014 and held it in 4 quarters. The position peaked at $3.62M in Q1 2015. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

MAI Capital Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
MAI Capital Management sold 308 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $8.35K.
MAI Capital Management first reported a position in iShares Frontier and Select EM ETF in Q4 2014 and held it in 4 quarters.
MAI Capital Management's iShares Frontier and Select EM ETF position peaked at $3.62M in Q1 2015.
1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.