SAM
FM

Scopus Asset Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Scopus Asset Management’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
2023
Q1 		– Sell
-50,000
Closed -$1.04M – 308
2022
Q4 		$1.04M Buy
+50,000
New +$1.24M 0.03% 199

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Scopus Asset Management's FM Position: Q1 2023 in Review

Scopus Asset Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2023, closing a stake of 50,000 shares — an estimated $1.04M sold.

Scopus Asset Management first reported a position in FM in Q4 2022 and held it in 1 quarter. The position peaked at $1.04M in Q4 2022. 102 funds tracked by Wall St. Rank hold FM as of Q1 2023.

  • Scopus Asset Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2023 after selling out during the quarter.
  • Scopus Asset Management sold 50,000 iShares Frontier and Select EM ETF shares in Q1 2023, an estimated $1.04M.
  • Scopus Asset Management first reported a position in iShares Frontier and Select EM ETF in Q4 2022 and held it in 1 quarter.
  • Scopus Asset Management's iShares Frontier and Select EM ETF position peaked at $1.04M in Q4 2022.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2023.

Based on Scopus Asset Management's 13F filing for Q1 2023, filed 15 May 2023.