TFA
FM

Tobias Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Tobias Financial Advisors’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
2020
Q1 		– Sell
-100
Closed -$3K – 319
2019
Q4 		$3K Buy
+100
New +$2.89K ﹤0.01% 246

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tobias Financial Advisors's FM Position: Q1 2020 in Review

Tobias Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

Tobias Financial Advisors first reported a position in FM in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 115 funds tracked by Wall St. Rank hold FM as of Q1 2020.

  • Tobias Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 100 iShares Frontier and Select EM ETF shares in Q1 2020, an estimated $3K.
  • Tobias Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's iShares Frontier and Select EM ETF position peaked at $3K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.