SAM
FM

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

Secure 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
2024
Q4 		– Sell
-37,556
Closed -$1.03M – 353
2024
Q3 		$1.03M Buy
37,556
+10,984
+41% +$304K 0.17% 132
2024
Q2 		$730K Buy
+26,572
New +$742K 0.14% 141

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Secure Asset Management's FM Position: Q4 2024 in Review

Secure Asset Management sold out of iShares Frontier and Select EM ETF (FM) in Q4 2024, closing a stake of 37,556 shares — an estimated $1.03M sold.

Secure Asset Management first reported a position in FM in Q2 2024 and held it in 2 quarters. The position peaked at $1.03M in Q3 2024. 72 funds tracked by Wall St. Rank hold FM as of Q4 2024.

  • Secure Asset Management reported no remaining iShares Frontier and Select EM ETF position as of Q4 2024 after selling out during the quarter.
  • Secure Asset Management sold 37,556 iShares Frontier and Select EM ETF shares in Q4 2024, an estimated $1.03M.
  • Secure Asset Management first reported a position in iShares Frontier and Select EM ETF in Q2 2024 and held it in 2 quarters.
  • Secure Asset Management's iShares Frontier and Select EM ETF position peaked at $1.03M in Q3 2024.
  • 72 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.