Ogorek Anthony Joseph’s iShares Frontier and Select EM ETF FM Stock Holding History

Ogorek Anthony Joseph’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	-30	Closed	–	–	202
2020 Q3	$0	Hold	30	–	–	﹤0.01%	211
2020 Q2	$0	Hold	30	–	–	﹤0.01%	227
2020 Q1	$0	Hold	30	–	–	﹤0.01%	234
2019 Q4	$0	Hold	30	–	–	﹤0.01%	223
2019 Q3	$0	Hold	30	–	–	﹤0.01%	182
2019 Q2	$0	Hold	30	–	–	﹤0.01%	168
2019 Q1	$0	Hold	30	–	–	﹤0.01%	165
2018 Q4	$0	Buy	+30	New	+$818	﹤0.01%	170
2018 Q3	–	Sell	-30	Closed	–	–	161
2018 Q2	$0	Hold	30	–	–	﹤0.01%	146
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	130
2017 Q4	$0	Hold	30	–	–	﹤0.01%	138
2017 Q3	$0	Hold	30	–	–	﹤0.01%	77
2017 Q2	$0	Hold	30	–	–	﹤0.01%	74
2017 Q1	$0	Hold	30	–	–	﹤0.01%	81
2016 Q4	$0	Hold	30	–	–	﹤0.01%	71
2016 Q3	$0	Hold	30	–	–	﹤0.01%	77
2016 Q2	$0	Hold	30	–	–	﹤0.01%	78
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	63
2015 Q4	$1K	Buy	+30	New	+$770	﹤0.01%	68

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

Ogorek Anthony Joseph's FM Position: Q4 2020 in Review

Ogorek Anthony Joseph sold out of iShares Frontier and Select EM ETF (FM) in Q4 2020, closing a stake of 30 shares.

Ogorek Anthony Joseph first reported a position in FM in Q4 2015 and held it in 19 quarters. The position peaked at $1K in Q1 2018. 96 funds tracked by Wall St. Rank hold FM as of Q4 2020.

Ogorek Anthony Joseph reported no remaining iShares Frontier and Select EM ETF position as of Q4 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 30 iShares Frontier and Select EM ETF shares in Q4 2020.
Ogorek Anthony Joseph first reported a position in iShares Frontier and Select EM ETF in Q4 2015 and held it in 19 quarters.
Ogorek Anthony Joseph's iShares Frontier and Select EM ETF position peaked at $1K in Q1 2018.
96 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2020, filed 20 Jan 2021.