PIMG
FM

Patriot Investment Management Group’s iShares Frontier and Select EM ETF FM Stock Holding History

Patriot Investment Management Group’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
-935
Closed -$25K – 406
2022
Q4 		$25K Buy
+935
New +$23.2K ﹤0.01% 327
2020
Q3 		– Sell
-1,594
Closed -$38.6K – 711
2020
Q2 		$38.6K Buy
+1,594
New +$36.5K ﹤0.01% 353

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

Patriot Investment Management Group's FM Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Frontier and Select EM ETF (FM) in Q1 2023, closing a stake of 935 shares — an estimated $25K sold.

Patriot Investment Management Group first reported a position in FM in Q2 2020 and held it in 2 quarters. The position peaked at $38.6K in Q2 2020. 102 funds tracked by Wall St. Rank hold FM as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Frontier and Select EM ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 935 iShares Frontier and Select EM ETF shares in Q1 2023, an estimated $25K.
  • Patriot Investment Management Group first reported a position in iShares Frontier and Select EM ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Frontier and Select EM ETF position peaked at $38.6K in Q2 2020.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.