Optimum Investment Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$1.36K | – | 652 |
|
|
2024
Q4 | $1.36K | Hold |
50
| – | – | ﹤0.01% | 594 |
|
|
2024
Q3 | $1.38K | Hold |
50
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $1.37K | Hold |
50
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $1.43K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $1.31K | Hold |
50
| – | – | ﹤0.01% | 600 |
|
|
2023
Q3 | $1.3K | Hold |
50
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $1.29K | Hold |
50
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $1.28K | Sell |
50
-180
| -78% | -$4.62K | ﹤0.01% | 688 |
|
|
2022
Q4 | $5.86K | Hold |
230
| – | – | ﹤0.01% | 613 |
|
|
2022
Q3 | $6K | Hold |
230
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $6K | Hold |
230
| – | – | ﹤0.01% | 664 |
|
|
2022
Q1 | $7K | Buy |
230
+100
| +77% | +$3.37K | ﹤0.01% | 698 |
|
|
2021
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 758 |
|
|
2021
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 776 |
|
|
2021
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 842 |
|
|
2021
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 812 |
|
|
2020
Q3 | $3K | Hold |
130
| – | – | ﹤0.01% | 814 |
|
|
2020
Q2 | $3K | Sell |
130
-100
| -43% | -$2.29K | ﹤0.01% | 806 |
|
|
2020
Q1 | $5K | Hold |
230
| – | – | ﹤0.01% | 760 |
|
|
2019
Q4 | $7K | Hold |
230
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $6K | Hold |
230
| – | – | ﹤0.01% | 875 |
|
|
2019
Q2 | $7K | Hold |
230
| – | – | ﹤0.01% | 829 |
|
|
2019
Q1 | $7K | Hold |
230
| – | – | ﹤0.01% | 869 |
|
|
2018
Q4 | $6K | Sell |
230
-1,400
| -86% | -$38.2K | ﹤0.01% | 840 |
|
|
2018
Q3 | $46K | Sell |
1,630
-400
| -20% | -$11.5K | 0.01% | 547 |
|
|
2018
Q2 | $58K | Hold |
2,030
| – | – | 0.02% | 505 |
|
|
2018
Q1 | $71K | Buy |
+2,030
| New | +$70.6K | 0.02% | 461 |
|
Other funds holding FM
Optimum Investment Advisors's FM Position: Q1 2025 in Review
Optimum Investment Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 50 shares — an estimated $1.36K sold.
Optimum Investment Advisors first reported a position in FM in Q1 2018 and held it in 28 quarters. The position peaked at $71K in Q1 2018. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.
- Optimum Investment Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
- Optimum Investment Advisors sold 50 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $1.36K.
- Optimum Investment Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 28 quarters.
- Optimum Investment Advisors's iShares Frontier and Select EM ETF position peaked at $71K in Q1 2018.
- 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.
Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.