VFA
FM

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

Valeo 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
Q2 		– Sell
-899
Closed -$19K – 2231
2020
Q1 		$19K Hold
899
– – ﹤0.01% 917
2019
Q4 		$27K Hold
899
– – ﹤0.01% 854
2019
Q3 		$25K Buy
+899
New +$26.2K ﹤0.01% 795

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SO
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's FM Position: Q2 2020 in Review

Valeo Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2020, closing a stake of 899 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in FM in Q3 2019 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 102 funds tracked by Wall St. Rank hold FM as of Q2 2020.

  • Valeo Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 899 iShares Frontier and Select EM ETF shares in Q2 2020, an estimated $19K.
  • Valeo Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's iShares Frontier and Select EM ETF position peaked at $27K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.