New Potomac Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

New Potomac Partners’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
2020 Q4	–	Sell	-2,476	Closed	-$63K	–	129
2020 Q3	$63K	Hold	2,476	–	–	0.05%	85
2020 Q2	$60K	Sell	2,476 -100	-4%	-$2.29K	0.05%	89
2020 Q1	$55K	Sell	2,576 -73	-3%	-$2.02K	0.06%	89
2019 Q4	$80K	Hold	2,649	–	–	0.07%	89
2019 Q3	$75K	Hold	2,649	–	–	0.08%	87
2019 Q2	$78K	Sell	2,649 -550	-17%	-$15.9K	0.08%	88
2019 Q1	$91K	Hold	3,199	–	–	0.09%	85
2018 Q4	$84K	Buy	3,199 +760	+31%	+$20.7K	0.09%	85
2018 Q3	$69K	Buy	2,439 +39	+2%	+$1.12K	0.06%	95
2018 Q2	$69K	Hold	2,400	–	–	0.07%	95
2018 Q1	$84K	Buy	+2,400	New	+$83.5K	0.08%	86

Other funds holding FM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

New Potomac Partners's FM Position: Q4 2020 in Review

New Potomac Partners sold out of iShares Frontier and Select EM ETF (FM) in Q4 2020, closing a stake of 2,476 shares — an estimated $63K sold.

New Potomac Partners first reported a position in FM in Q1 2018 and held it in 11 quarters. The position peaked at $91K in Q1 2019. 96 funds tracked by Wall St. Rank hold FM as of Q4 2020.

New Potomac Partners reported no remaining iShares Frontier and Select EM ETF position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 2,476 iShares Frontier and Select EM ETF shares in Q4 2020, an estimated $63K.
New Potomac Partners first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 11 quarters.
New Potomac Partners's iShares Frontier and Select EM ETF position peaked at $91K in Q1 2019.
96 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.