USCA RIA’s iShares Frontier and Select EM ETF FM Stock Holding History

USCA RIA’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
2021 Q2	$237K	Buy	+7,155	New	+$227K	0.01%	516

Other funds holding FM

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

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

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

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

ASI

Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

USCA RIA's FM Position: Q2 2021 in Review

USCA RIA opened a new position in iShares Frontier and Select EM ETF (FM) in Q2 2021: 7,155 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings.

105 funds tracked by Wall St. Rank hold FM as of Q2 2021.

USCA RIA held 7,155 shares of iShares Frontier and Select EM ETF worth $237K as of Q2 2021.
iShares Frontier and Select EM ETF was a new USCA RIA position in Q2 2021.
iShares Frontier and Select EM ETF made up 0.01% of USCA RIA's portfolio in Q2 2021, its #516 holding.
105 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.