SWP
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ShoreHaven Wealth Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-529
Closed -$16K – 284
2021
Q1 		$16K Sell
529
-55
-9% -$1.62K 0.01% 182
2020
Q4 		$17K Buy
+584
New +$16K 0.01% 156

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
ASI
Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

ShoreHaven Wealth Partners's FM Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Frontier and Select EM ETF (FM) in Q2 2021, closing a stake of 529 shares — an estimated $16K sold.

ShoreHaven Wealth Partners first reported a position in FM in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 105 funds tracked by Wall St. Rank hold FM as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Frontier and Select EM ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 529 iShares Frontier and Select EM ETF shares in Q2 2021, an estimated $16K.
  • ShoreHaven Wealth Partners first reported a position in iShares Frontier and Select EM ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares Frontier and Select EM ETF position peaked at $17K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.