RIA
FM

Realta Investment Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-105
Closed -$2.88K – 799
2024
Q2 		$2.88K Hold
105
– – ﹤0.01% 754
2024
Q1 		$3.01K Buy
+105
New +$2.83K ﹤0.01% 770
2023
Q4 		– Sell
-105
Closed -$2.72K – 829
2023
Q3 		$2.72K Hold
105
– – ﹤0.01% 753
2023
Q2 		$2.72K Buy
+105
New +$2.67K ﹤0.01% 803
2023
Q1 		– Sell
-105
Closed -$2.67K – 869
2022
Q4 		$2.67K Hold
105
– – ﹤0.01% 805
2022
Q3 		$3K Buy
+105
New +$2.83K ﹤0.01% 781
2020
Q1 		– Sell
-105
Closed -$3K – 1628
2019
Q4 		$3K Hold
105
– – ﹤0.01% 1458
2019
Q3 		$3K Hold
105
– – ﹤0.01% 1475
2019
Q2 		$4K Hold
105
– – ﹤0.01% 1460
2019
Q1 		$3K Buy
+105
New +$2.96K ﹤0.01% 1194

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Realta Investment Advisors's FM Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 105 shares — an estimated $2.88K sold.

Realta Investment Advisors first reported a position in FM in Q1 2019 and held it in 10 quarters. The position peaked at $4K in Q2 2019. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 105 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $2.88K.
  • Realta Investment Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's iShares Frontier and Select EM ETF position peaked at $4K in Q2 2019.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.