PFC
FM

Personal Financial Consultants’s iShares Frontier and Select EM ETF FM Stock Holding History

Personal Financial Consultants’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
2019
Q2 		$6.6M Buy
222,843
+9,333
+4% +$269K 4.96% 10
2019
Q1 		$6.08M Buy
213,510
+33,931
+19% +$957K 4.66% 10
2018
Q4 		$4.7M Sell
179,579
-19,241
-10% -$525K 3.97% 10
2018
Q3 		$5.65M Buy
+198,820
New +$5.71M 4.12% 10

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Personal Financial Consultants's FM Position: Q2 2019 in Review

Personal Financial Consultants increased its iShares Frontier and Select EM ETF (FM) stake by 4.4% in Q2 2019, buying an estimated $269K and bringing the position to 222,843 shares worth $6.6M. The position accounts for 4.96% of the portfolio, ranked #10.

Personal Financial Consultants first reported a position in FM in Q3 2018 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold FM as of Q2 2019.

  • Personal Financial Consultants held 222,843 shares of iShares Frontier and Select EM ETF worth $6.6M as of Q2 2019.
  • Personal Financial Consultants bought 9,333 iShares Frontier and Select EM ETF shares in Q2 2019, an estimated $269K.
  • iShares Frontier and Select EM ETF made up 4.96% of Personal Financial Consultants's portfolio in Q2 2019, its #10 holding.
  • Personal Financial Consultants first reported a position in iShares Frontier and Select EM ETF in Q3 2018 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.