UFAC
FM

Urban Financial Advisory Corp’s iShares Frontier and Select EM ETF FM Stock Holding History

Urban Financial Advisory Corp’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
Q3 		– Sell
-32,649
Closed -$897K – 50
2024
Q2 		$897K Buy
32,649
+6
+0% +$168 0.55% 11
2024
Q1 		$935K Buy
32,643
+1,278
+4% +$34.4K 0.57% 13
2023
Q4 		$825K Buy
+31,365
New +$815K 0.63% 12

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Urban Financial Advisory Corp's FM Position: Q3 2024 in Review

Urban Financial Advisory Corp sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 32,649 shares — an estimated $897K sold.

Urban Financial Advisory Corp first reported a position in FM in Q4 2023 and held it in 3 quarters. The position peaked at $935K in Q1 2024. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Urban Financial Advisory Corp reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Urban Financial Advisory Corp sold 32,649 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $897K.
  • Urban Financial Advisory Corp first reported a position in iShares Frontier and Select EM ETF in Q4 2023 and held it in 3 quarters.
  • Urban Financial Advisory Corp's iShares Frontier and Select EM ETF position peaked at $935K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Urban Financial Advisory Corp's 13F filing for Q3 2024, filed 15 Nov 2024.