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

Ropes Wealth 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
2018 Q1	–	Sell	-2,500	Closed	-$83K	–	833
2017 Q4	$83K	Buy	+2,500	New	+$80.7K	0.02%	296

Other funds holding FM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Ropes Wealth Advisors's FM Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2018, closing a stake of 2,500 shares — an estimated $83K sold.

Ropes Wealth Advisors first reported a position in FM in Q4 2017 and held it in 1 quarter. The position peaked at $83K in Q4 2017. 146 funds tracked by Wall St. Rank hold FM as of Q1 2018.

Ropes Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 2,500 iShares Frontier and Select EM ETF shares in Q1 2018, an estimated $83K.
Ropes Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2017 and held it in 1 quarter.
Ropes Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $83K in Q4 2017.
146 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.