NEPWA
FM

New England Private Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

New England Private Wealth Advisors’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
-19,842
Closed -$539K – 155
2024
Q4 		$539K Hold
19,842
– – 0.09% 100
2024
Q3 		$546K Hold
19,842
– – 0.09% 92
2024
Q2 		$545K Buy
19,842
+441
+2% +$12.3K 0.1% 90
2024
Q1 		$555K Hold
19,401
– – 0.1% 91
2023
Q4 		$510K Buy
19,401
+383
+2% +$9.96K 0.09% 88
2023
Q3 		$493K Buy
19,018
+1
+0% +$27 0.1% 84
2023
Q2 		$492K Buy
19,017
+312
+2% +$7.93K 0.1% 81
2023
Q1 		$479K Buy
18,705
+3,829
+26% +$98.2K 0.1% 77
2022
Q4 		$379K Buy
14,876
+45
+0.3% +$1.12K 0.08% 79
2022
Q3 		$361K Sell
14,831
-10,072
-40% -$271K 0.08% 78
2022
Q2 		$810K Sell
24,903
-1
-0% -$30 0.15% 61
2022
Q1 		$810K Buy
24,904
+2,939
+13% +$98.9K 0.15% 61
2021
Q4 		$758K Buy
21,965
+137
+0.6% +$4.79K 0.13% 62
2021
Q3 		$740K Hold
21,828
– – 0.14% 63
2021
Q2 		$724K Sell
21,828
-83,044
-79% -$2.63M 0.14% 64
2021
Q1 		$3.09M Hold
104,872
– – 0.53% 37
2020
Q4 		$2.97M Buy
104,872
+694
+0.7% +$19K 0.65% 32
2020
Q3 		$2.67M Hold
104,178
– – 0.67% 31
2020
Q2 		$2.52M Buy
104,178
+2,717
+3% +$62.2K 0.69% 31
2020
Q1 		$2.17M Hold
101,461
– – 0.74% 28
2019
Q4 		$3.08M Buy
101,461
+521
+0.5% +$15.1K 0.8% 26
2019
Q3 		$2.84M Sell
100,940
-3,536
-3% -$103K 0.69% 30
2019
Q2 		$3.1M Sell
104,476
-191
-0.2% -$5.51K 0.75% 28
2019
Q1 		$2.98M Hold
104,667
– – 0.77% 28
2018
Q4 		$2.74M Buy
104,667
+1,256
+1% +$34.2K 0.8% 28
2018
Q3 		$2.94M Sell
103,411
-2,708
-3% -$77.8K 0.79% 27
2018
Q2 		$3.06M Buy
106,119
+4,990
+5% +$161K 0.86% 27
2018
Q1 		$3.55M Buy
101,129
+14,461
+17% +$503K 1% 25
2017
Q4 		$2.87M Buy
86,668
+3,461
+4% +$112K 0.81% 28
2017
Q3 		$2.61M Hold
83,207
– – 0.78% 28
2017
Q2 		$2.38M Buy
83,207
+792
+1% +$22.9K 0.73% 31
2017
Q1 		$2.3M Buy
82,415
+19,298
+31% +$531K 0.74% 30
2016
Q4 		$1.57M Buy
63,117
+226
+0.4% +$5.67K 0.55% 39
2016
Q3 		$1.61M Buy
62,891
+2,190
+4% +$54.7K 0.58% 37
2016
Q2 		$1.49M Buy
60,701
+1,236
+2% +$31K 0.57% 40
2016
Q1 		$1.46M Hold
59,465
– – 0.6% 42
2015
Q4 		$1.48M Sell
59,465
-15,896
-21% -$408K 0.59% 38
2015
Q3 		$1.89M Sell
75,361
-2,414
-3% -$65.6K 0.81% 30
2015
Q2 		$2.28M Buy
77,775
+1,317
+2% +$40K 0.86% 31
2015
Q1 		$2.28M Buy
76,458
+4,259
+6% +$129K 0.89% 27
2014
Q4 		$2.22M Buy
72,199
+17,972
+33% +$625K 0.88% 27
2014
Q3 		$2.05M Buy
54,227
+4,367
+9% +$168K 0.83% 30
2014
Q2 		$1.8M Hold
49,860
– – 0.74% 32
2014
Q1 		$1.81M Hold
49,860
– – 0.76% 31
2013
Q4 		$1.68M Buy
+49,860
New +$1.63M 0.76% 33

Other funds holding FM

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

New England Private Wealth Advisors's FM Position: Q1 2025 in Review

New England Private Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 19,842 shares — an estimated $539K sold.

New England Private Wealth Advisors first reported a position in FM in Q4 2013 and held it in 45 quarters. The position peaked at $3.55M in Q1 2018. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

  • New England Private Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
  • New England Private Wealth Advisors sold 19,842 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $539K.
  • New England Private Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2013 and held it in 45 quarters.
  • New England Private Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $3.55M in Q1 2018.
  • 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on New England Private Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.