Sound Income Strategies’s iShares Frontier and Select EM ETF FM Stock Holding History

Sound Income Strategies’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
2019 Q2	–	Sell	-135	Closed	-$4K	–	813
2019 Q1	$4K	Hold	135	–	–	﹤0.01%	482
2018 Q4	$4K	Hold	135	–	–	﹤0.01%	469
2018 Q3	$4K	Hold	135	–	–	﹤0.01%	492
2018 Q2	$4K	Hold	135	–	–	﹤0.01%	457
2018 Q1	$5K	Hold	135	–	–	﹤0.01%	404
2017 Q4	$5K	Buy	+135	New	+$4.36K	﹤0.01%	335

Other funds holding FM

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

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

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

PFC

Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return

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

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

Sound Income Strategies's FM Position: Q2 2019 in Review

Sound Income Strategies sold out of iShares Frontier and Select EM ETF (FM) in Q2 2019, closing a stake of 135 shares — an estimated $4K sold.

Sound Income Strategies first reported a position in FM in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 131 funds tracked by Wall St. Rank hold FM as of Q2 2019.

Sound Income Strategies reported no remaining iShares Frontier and Select EM ETF position as of Q2 2019 after selling out during the quarter.
Sound Income Strategies sold 135 iShares Frontier and Select EM ETF shares in Q2 2019, an estimated $4K.
Sound Income Strategies first reported a position in iShares Frontier and Select EM ETF in Q4 2017 and held it in 6 quarters.
Sound Income Strategies's iShares Frontier and Select EM ETF position peaked at $5K in Q1 2018.
131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2019.

Based on Sound Income Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.