MBM Wealth Consultants’s iShares Frontier and Select EM ETF FM Stock Holding History

MBM Wealth Consultants’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
2019 Q4	–	Sell	-21,770	Closed	-$613K	–	223
2019 Q3	$613K	Buy	21,770 +1,275	+6%	+$37.1K	0.48%	44
2019 Q2	$607K	Buy	20,495 +874	+4%	+$25.2K	0.5%	43
2019 Q1	$558K	Buy	19,621 +1,070	+6%	+$30.2K	0.49%	48
2018 Q4	$485K	Buy	+18,551	New	+$506K	0.47%	53

Other funds holding FM

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

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

MBM Wealth Consultants's FM Position: Q4 2019 in Review

MBM Wealth Consultants sold out of iShares Frontier and Select EM ETF (FM) in Q4 2019, closing a stake of 21,770 shares — an estimated $613K sold.

MBM Wealth Consultants first reported a position in FM in Q4 2018 and held it in 4 quarters. The position peaked at $613K in Q3 2019. 128 funds tracked by Wall St. Rank hold FM as of Q4 2019.

MBM Wealth Consultants reported no remaining iShares Frontier and Select EM ETF position as of Q4 2019 after selling out during the quarter.
MBM Wealth Consultants sold 21,770 iShares Frontier and Select EM ETF shares in Q4 2019, an estimated $613K.
MBM Wealth Consultants first reported a position in iShares Frontier and Select EM ETF in Q4 2018 and held it in 4 quarters.
MBM Wealth Consultants's iShares Frontier and Select EM ETF position peaked at $613K in Q3 2019.
128 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2019.

Based on MBM Wealth Consultants's 13F filing for Q4 2019, filed 11 Feb 2020.