NL
FM

NVWM LLC’s iShares Frontier and Select EM ETF FM Stock Holding History

NVWM LLC’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
Q3 		– Sell
-140
Closed -$3.84K – 686
2024
Q2 		$3.84K Hold
140
– – ﹤0.01% 329
2024
Q1 		$4.01K Hold
140
– – ﹤0.01% 324
2023
Q4 		$3.68K Hold
140
– – ﹤0.01% 341
2023
Q3 		$3.63K Hold
140
– – ﹤0.01% 359
2023
Q2 		$3.62K Buy
140
+20
+17% +$508 ﹤0.01% 382
2023
Q1 		$3.07K Hold
120
– – ﹤0.01% 377
2022
Q4 		$3.06K Hold
120
– – ﹤0.01% 366
2022
Q3 		$3K Hold
120
– – ﹤0.01% 387
2022
Q2 		$3K Hold
120
– – ﹤0.01% 408
2022
Q1 		$4K Sell
120
-19,671
-99% -$662K ﹤0.01% 452
2021
Q4 		$683K Sell
19,791
-96
-0.5% -$3.36K 0.21% 151
2021
Q3 		$675K Buy
+19,887
New +$667K 0.24% 151

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return