TI
FM

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

Truepoint Inc’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
-14,058
Closed -$427K – 121
2019
Q4 		$427K Buy
14,058
+72
+0.5% +$2.08K 0.03% 73
2019
Q3 		$394K Hold
13,986
– – 0.03% 74
2019
Q2 		$414K Buy
13,986
+366
+3% +$10.6K 0.03% 77
2019
Q1 		$388K Hold
13,620
– – 0.03% 75
2018
Q4 		$356K Buy
+13,620
New +$371K 0.03% 75

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

Truepoint Inc's FM Position: Q1 2020 in Review

Truepoint Inc sold out of iShares Frontier and Select EM ETF (FM) in Q1 2020, closing a stake of 14,058 shares — an estimated $427K sold.

Truepoint Inc first reported a position in FM in Q4 2018 and held it in 5 quarters. The position peaked at $427K in Q4 2019. 115 funds tracked by Wall St. Rank hold FM as of Q1 2020.

  • Truepoint Inc reported no remaining iShares Frontier and Select EM ETF position as of Q1 2020 after selling out during the quarter.
  • Truepoint Inc sold 14,058 iShares Frontier and Select EM ETF shares in Q1 2020, an estimated $427K.
  • Truepoint Inc first reported a position in iShares Frontier and Select EM ETF in Q4 2018 and held it in 5 quarters.
  • Truepoint Inc's iShares Frontier and Select EM ETF position peaked at $427K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.