OIA
FM

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

OneDigital Investment 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
2020
Q3 		– Sell
-13,702
Closed -$332K – 739
2020
Q2 		$332K Sell
13,702
-1,700
-11% -$38.9K 0.02% 420
2020
Q1 		$329K Buy
15,402
+489
+3% +$13.5K 0.03% 353
2019
Q4 		$453K Sell
14,913
-884
-6% -$25.6K 0.04% 327
2019
Q3 		$445K Sell
15,797
-1,585
-9% -$46.2K 0.04% 301
2019
Q2 		$514K Buy
17,382
+8,130
+88% +$234K 0.04% 247
2019
Q1 		$263K Sell
9,252
-910
-9% -$25.7K 0.04% 246
2018
Q4 		$266K Sell
10,162
-743
-7% -$20.3K 0.04% 221
2018
Q3 		$310K Buy
10,905
+816
+8% +$23.4K 0.07% 136
2018
Q2 		$291K Sell
10,089
-1,045
-9% -$33.7K 0.06% 170
2018
Q1 		$391K Sell
11,134
-346
-3% -$12K 0.09% 155
2017
Q4 		$380K Buy
11,480
+1,412
+14% +$45.6K 0.04% 160
2017
Q3 		$315K Sell
10,068
-6
-0.1% -$180 0.12% 109
2017
Q2 		$288K Buy
+10,074
New +$291K 0.09% 160

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

OneDigital Investment Advisors's FM Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2020, closing a stake of 13,702 shares — an estimated $332K sold.

OneDigital Investment Advisors first reported a position in FM in Q2 2017 and held it in 13 quarters. The position peaked at $514K in Q2 2019. 97 funds tracked by Wall St. Rank hold FM as of Q3 2020.

  • OneDigital Investment Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 13,702 iShares Frontier and Select EM ETF shares in Q3 2020, an estimated $332K.
  • OneDigital Investment Advisors first reported a position in iShares Frontier and Select EM ETF in Q2 2017 and held it in 13 quarters.
  • OneDigital Investment Advisors's iShares Frontier and Select EM ETF position peaked at $514K in Q2 2019.
  • 97 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.