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FM

NewEdge Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

NewEdge 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
2023
Q1 		– Sell
-83
Closed -$2.1K – 4369
2022
Q4 		$2.1K Buy
+83
New +$2.06K ﹤0.01% 2828

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

NewEdge Advisors's FM Position: Q1 2023 in Review

NewEdge Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2023, closing a stake of 83 shares — an estimated $2.1K sold.

NewEdge Advisors first reported a position in FM in Q4 2022 and held it in 1 quarter. The position peaked at $2.1K in Q4 2022. 102 funds tracked by Wall St. Rank hold FM as of Q1 2023.

  • NewEdge Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 83 iShares Frontier and Select EM ETF shares in Q1 2023, an estimated $2.1K.
  • NewEdge Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's iShares Frontier and Select EM ETF position peaked at $2.1K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.