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

Regal 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
2025
Q1 		– Sell
-71,035
Closed -$1.93M – 498
2024
Q4 		$1.93M Buy
71,035
+6,359
+10% +$175K 0.14% 163
2024
Q3 		$1.78M Buy
64,676
+3,958
+7% +$109K 0.12% 183
2024
Q2 		$1.67M Buy
60,718
+171
+0.3% +$4.78K 0.11% 197
2024
Q1 		$1.73M Buy
60,547
+922
+2% +$24.8K 0.12% 188
2023
Q4 		$1.57M Buy
59,625
+2,079
+4% +$54K 0.12% 180
2023
Q3 		$1.49M Buy
57,546
+516
+0.9% +$13.9K 0.13% 172
2023
Q2 		$1.48M Buy
57,030
+812
+1% +$20.6K 0.12% 172
2023
Q1 		$1.44M Buy
56,218
+3,916
+7% +$100K 0.13% 165
2022
Q4 		$1.33M Sell
52,302
-1,096
-2% -$27.2K 0.13% 156
2022
Q3 		$1.3M Buy
53,398
+4,513
+9% +$121K 0.14% 148
2022
Q2 		$1.31M Buy
48,885
+170
+0.3% +$5.11K 0.14% 152
2022
Q1 		$1.58M Sell
48,715
-810
-2% -$27.3K 0.15% 145
2021
Q4 		$1.71M Buy
49,525
+4,485
+10% +$157K 0.15% 144
2021
Q3 		$1.53M Buy
45,040
+2,512
+6% +$84.3K 0.15% 148
2021
Q2 		$1.41M Buy
42,528
+2,047
+5% +$64.9K 0.14% 152
2021
Q1 		$1.19M Sell
40,481
-1,458
-3% -$42.8K 1.21% 22
2020
Q4 		$1.19M Buy
41,939
+2,720
+7% +$74.3K 0.13% 159
2020
Q3 		$1M Buy
39,219
+4,171
+12% +$103K 1.19% 23
2020
Q2 		$848K Sell
35,048
-206
-0.6% -$4.72K 0.16% 138
2020
Q1 		$753K Buy
35,254
+540
+2% +$14.9K 1.11% 23
2019
Q4 		$1.05M Buy
34,714
+1,553
+5% +$44.9K 0.19% 129
2019
Q3 		$933K Sell
33,161
-3,339
-9% -$97.3K 0.18% 137
2019
Q2 		$1.08M Buy
36,500
+1,855
+5% +$53.5K 0.21% 129
2019
Q1 		$986K Buy
34,645
+374
+1% +$10.6K 0.2% 131
2018
Q4 		$896K Buy
34,271
+487
+1% +$13.3K 0.2% 135
2018
Q3 		$961K Buy
33,784
+12,617
+60% +$362K 0.2% 133
2018
Q2 		$610K Sell
21,167
-4,954
-19% -$160K 0.19% 145
2018
Q1 		$917K Sell
26,121
-625
-2% -$21.7K 0.2% 131
2017
Q4 		$886K Sell
26,746
-624
-2% -$20.1K 0.2% 128
2017
Q3 		$858K Sell
27,370
-941
-3% -$28.3K 0.2% 129
2017
Q2 		$809K Buy
28,311
+21
+0.1% +$607 0.2% 127
2017
Q1 		$785K Buy
28,290
+136
+0.5% +$3.74K 0.2% 129
2016
Q4 		$700K Buy
28,154
+1,096
+4% +$27.5K 0.19% 134
2016
Q3 		$695K Buy
27,058
+254
+0.9% +$6.34K 0.2% 130
2016
Q2 		$656K Buy
26,804
+1,485
+6% +$37.2K 0.18% 138
2016
Q1 		$622K Buy
25,319
+830
+3% +$19.7K 0.17% 133
2015
Q4 		$609K Buy
24,489
+9,451
+63% +$243K 0.16% 137
2015
Q3 		$378K Buy
15,038
+12,065
+406% +$328K 0.1% 174
2015
Q2 		$87K Buy
+2,973
New +$90.4K 0.02% 357

Other funds holding FM

Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Regal Investment Advisors's FM Position: Q1 2025 in Review

Regal Investment Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 71,035 shares — an estimated $1.93M sold.

Regal Investment Advisors first reported a position in FM in Q2 2015 and held it in 39 quarters. The position peaked at $1.93M in Q4 2024. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

  • Regal Investment Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 71,035 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $1.93M.
  • Regal Investment Advisors first reported a position in iShares Frontier and Select EM ETF in Q2 2015 and held it in 39 quarters.
  • Regal Investment Advisors's iShares Frontier and Select EM ETF position peaked at $1.93M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.