Spire Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Spire Wealth 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 Q2	–	Sell	-30	Closed	-$860	–	2424
2024 Q1	$860	Hold	30	–	–	﹤0.01%	2228
2023 Q4	$800	Hold	30	–	–	﹤0.01%	2298
2023 Q3	$778	Hold	30	–	–	﹤0.01%	2294
2023 Q2	$776	Hold	30	–	–	﹤0.01%	2339
2023 Q1	$768	Hold	30	–	–	﹤0.01%	2420
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	2294
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	2167
2022 Q2	$1K	Buy	+30	New	+$902	﹤0.01%	2640
2022 Q1	–	Sell	-140	Closed	-$5K	–	3013
2021 Q4	$5K	Buy	140 +101	+259%	+$3.53K	﹤0.01%	2596
2021 Q3	$1K	Buy	+39	New	+$1.31K	﹤0.01%	2557
2021 Q2	–	Sell	-119	Closed	-$4K	–	3127
2021 Q1	$4K	Buy	+119	New	+$3.5K	﹤0.01%	2726

Other funds holding FM

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

DFA

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Spire Wealth Management's FM Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2024, closing a stake of 30 shares — an estimated $860 sold.

Spire Wealth Management first reported a position in FM in Q1 2021 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 91 funds tracked by Wall St. Rank hold FM as of Q2 2024.

Spire Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 30 iShares Frontier and Select EM ETF shares in Q2 2024, an estimated $860.
Spire Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's iShares Frontier and Select EM ETF position peaked at $5K in Q4 2021.
91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.