S
FM

SignatureFD’s iShares Frontier and Select EM ETF FM Stock Holding History

SignatureFD’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
2016
Q3 		– Sell
-377
Closed -$9K – 1694
2016
Q2 		$9K Buy
+377
New +$9.46K ﹤0.01% 953
2014
Q4 		– Sell
-18
Closed -$1K – 1002
2014
Q3 		$1K Hold
18
– – ﹤0.01% 694
2014
Q2 		$1K Hold
18
– – ﹤0.01% 858
2014
Q1 		$1K Hold
18
– – ﹤0.01% 783
2013
Q4 		$1K Hold
18
– – ﹤0.01% 713
2013
Q3 		$1K Hold
18
– – ﹤0.01% 654
2013
Q2 		$1K Buy
+18
New +$551 ﹤0.01% 571

Other funds holding FM

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return