Psagot Value Holdings’s iShares Frontier and Select EM ETF FM Stock Holding History

Psagot Value Holdings’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	-707	Closed	-$18K	–	634
2022 Q4	$18K	Hold	707	–	–	0.01%	305
2022 Q3	$17K	Buy	+707	New	+$19K	﹤0.01%	295

Other funds holding FM

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Psagot Value Holdings's FM Position: Q1 2023 in Review

Psagot Value Holdings sold out of iShares Frontier and Select EM ETF (FM) in Q1 2023, closing a stake of 707 shares — an estimated $18K sold.

Psagot Value Holdings first reported a position in FM in Q3 2022 and held it in 2 quarters. The position peaked at $18K in Q4 2022. 102 funds tracked by Wall St. Rank hold FM as of Q1 2023.

Psagot Value Holdings reported no remaining iShares Frontier and Select EM ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 707 iShares Frontier and Select EM ETF shares in Q1 2023, an estimated $18K.
Psagot Value Holdings first reported a position in iShares Frontier and Select EM ETF in Q3 2022 and held it in 2 quarters.
Psagot Value Holdings's iShares Frontier and Select EM ETF position peaked at $18K in Q4 2022.
102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.