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

RiverTree 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
2022 Q2	–	Sell	-116,914	Closed	-$3.8M	–	41
2022 Q1	$3.8M	Buy	116,914 +80	+0.1%	+$2.69K	2.56%	17
2021 Q4	$4.03M	Buy	116,834 +31,506	+37%	+$1.1M	2.58%	18
2021 Q3	$2.89M	Buy	+85,328	New	+$2.86M	1.97%	19

Other funds holding FM

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

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

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

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

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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

RiverTree Advisors's FM Position: Q2 2022 in Review

RiverTree Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2022, closing a stake of 116,914 shares — an estimated $3.8M sold.

RiverTree Advisors first reported a position in FM in Q3 2021 and held it in 3 quarters. The position peaked at $4.03M in Q4 2021. 108 funds tracked by Wall St. Rank hold FM as of Q2 2022.

RiverTree Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2022 after selling out during the quarter.
RiverTree Advisors sold 116,914 iShares Frontier and Select EM ETF shares in Q2 2022, an estimated $3.8M.
RiverTree Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2021 and held it in 3 quarters.
RiverTree Advisors's iShares Frontier and Select EM ETF position peaked at $4.03M in Q4 2021.
108 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2022.

Based on RiverTree Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.