Mandatum Life Insurance Company’s iShares Frontier and Select EM ETF FM Stock Holding History

Mandatum Life Insurance Company’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	-7,163	Closed	-$205K	–	92
2024 Q1	$205K	Buy	+7,163	New	+$193K	0.07%	78
2022 Q2	–	Sell	-7,163	Closed	-$233K	–	84
2022 Q1	$233K	Hold	7,163	–	–	0.04%	71
2021 Q4	$247K	Sell	7,163 -10,641	-60%	-$372K	0.07%	69
2021 Q3	$604K	Hold	17,804	–	–	0.11%	82
2021 Q2	$591K	Hold	17,804	–	–	0.11%	81
2021 Q1	$525K	Buy	17,804 +4,363	+32%	+$128K	0.1%	79
2020 Q4	$381K	Buy	13,441 +3,620	+37%	+$98.9K	0.08%	88
2020 Q3	$251K	Hold	9,821	–	–	0.06%	95
2020 Q2	$238K	Hold	9,821	–	–	0.06%	84
2020 Q1	$210K	Hold	9,821	–	–	0.06%	97
2019 Q4	$298K	Sell	9,821 -62,925	-86%	-$1.82M	0.06%	111
2019 Q3	$2.05M	Buy	72,746 +158	+0.2%	+$4.6K	0.41%	60
2019 Q2	$2.15M	Sell	72,588 -2,792	-4%	-$80.5K	0.45%	56
2019 Q1	$2.15M	Sell	75,380 -658	-0.9%	-$18.6K	0.47%	56
2018 Q4	$1.99M	Buy	76,038 +4,591	+6%	+$125K	0.47%	55
2018 Q3	$2.03M	Sell	71,447 -2,653	-4%	-$76.2K	0.39%	60
2018 Q2	$2.13M	Sell	74,100 -531	-0.7%	-$17.1K	0.41%	56
2018 Q1	$2.62M	Sell	74,631 -10,622	-12%	-$370K	0.49%	46
2017 Q4	$2.82M	Buy	85,253 +25,858	+44%	+$835K	0.44%	48
2017 Q3	$1.86M	Buy	59,395 +2,263	+4%	+$68K	0.25%	61
2017 Q2	$1.63M	Sell	57,132 -2,351	-4%	-$68K	0.22%	64
2017 Q1	$1.65M	Buy	59,483 +17,482	+42%	+$481K	0.22%	77
2016 Q4	$1.04M	Sell	42,001 -3,605	-8%	-$90.4K	0.14%	94
2016 Q3	$1.17M	Buy	45,606 +359	+0.8%	+$8.97K	0.15%	82
2016 Q2	$1.11M	Sell	45,247 -16,006	-26%	-$401K	0.15%	80
2016 Q1	$1.52M	Sell	61,253 -2,240	-4%	-$53.1K	0.21%	76
2015 Q4	$1.6M	Buy	+63,493	New	+$1.63M	0.22%	71

Other funds holding FM

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

DFA

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Mandatum Life Insurance Company's FM Position: Q2 2024 in Review

Mandatum Life Insurance Company sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 7,163 shares — an estimated $205K sold.

Mandatum Life Insurance Company first reported a position in FM in Q4 2015 and held it in 27 quarters. The position peaked at $2.82M in Q4 2017. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

Mandatum Life Insurance Company reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
Mandatum Life Insurance Company sold 7,163 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $205K.
Mandatum Life Insurance Company first reported a position in iShares Frontier and Select EM ETF in Q4 2015 and held it in 27 quarters.
Mandatum Life Insurance Company's iShares Frontier and Select EM ETF position peaked at $2.82M in Q4 2017.
91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Mandatum Life Insurance Company's 13F filing for Q2 2024, filed 1 Aug 2024.