Sandy Spring Bank’s iShares Frontier and Select EM ETF FM Stock Holding History

Sandy Spring Bank’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 Q4	–	Sell	-180	Closed	-$4K	–	1241
2022 Q3	$4K	Hold	180	–	–	﹤0.01%	977
2022 Q2	$5K	Buy	180 +4	+2%	+$120	﹤0.01%	960
2022 Q1	$6K	Hold	176	–	–	﹤0.01%	953
2021 Q4	$6K	Buy	176 +1	+0.6%	+$35	﹤0.01%	1008
2021 Q3	$6K	Hold	175	–	–	﹤0.01%	957
2021 Q2	$6K	Buy	175 +3	+2%	+$95	﹤0.01%	973
2021 Q1	$5K	Buy	+172	New	+$5.05K	﹤0.01%	889
2015 Q4	–	Sell	-1,125	Closed	-$28K	–	1023
2015 Q3	$28K	Buy	+1,125	New	+$30.6K	﹤0.01%	514

Other funds holding FM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sandy Spring Bank's FM Position: Q4 2022 in Review

Sandy Spring Bank sold out of iShares Frontier and Select EM ETF (FM) in Q4 2022, closing a stake of 180 shares — an estimated $4K sold.

Sandy Spring Bank first reported a position in FM in Q3 2015 and held it in 8 quarters. The position peaked at $28K in Q3 2015. 98 funds tracked by Wall St. Rank hold FM as of Q4 2022.

Sandy Spring Bank reported no remaining iShares Frontier and Select EM ETF position as of Q4 2022 after selling out during the quarter.
Sandy Spring Bank sold 180 iShares Frontier and Select EM ETF shares in Q4 2022, an estimated $4K.
Sandy Spring Bank first reported a position in iShares Frontier and Select EM ETF in Q3 2015 and held it in 8 quarters.
Sandy Spring Bank's iShares Frontier and Select EM ETF position peaked at $28K in Q3 2015.
98 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2022.

Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.