Pinnacle Wealth Planning Services’s iShares Frontier and Select EM ETF FM Stock Holding History

Pinnacle Wealth Planning Services’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
2021 Q1	–	Sell	-220	Closed	-$6K	–	2315
2020 Q4	$6K	Buy	+220	New	+$6.01K	﹤0.01%	1627
2018 Q2	–	Sell	-5,717	Closed	-$201K	–	190
2018 Q1	$201K	Buy	+5,717	New	+$199K	0.21%	162

Other funds holding FM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

ASI

Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's FM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares Frontier and Select EM ETF (FM) in Q1 2021, closing a stake of 220 shares — an estimated $6K sold.

Pinnacle Wealth Planning Services first reported a position in FM in Q1 2018 and held it in 2 quarters. The position peaked at $201K in Q1 2018. 101 funds tracked by Wall St. Rank hold FM as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining iShares Frontier and Select EM ETF position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 220 iShares Frontier and Select EM ETF shares in Q1 2021, an estimated $6K.
Pinnacle Wealth Planning Services first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 2 quarters.
Pinnacle Wealth Planning Services's iShares Frontier and Select EM ETF position peaked at $201K in Q1 2018.
101 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.