WEPOG
FM

Wealth Enhancement & Preservation of GA’s iShares Frontier and Select EM ETF FM Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q1 		– Sell
-26,200
Closed -$667K – 49
2022
Q4 		$667K Buy
+26,200
New +$650K 1.09% 20

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FM Position: Q1 2023 in Review

Wealth Enhancement & Preservation of GA sold out of iShares Frontier and Select EM ETF (FM) in Q1 2023, closing a stake of 26,200 shares — an estimated $667K sold.

Wealth Enhancement & Preservation of GA first reported a position in FM in Q4 2022 and held it in 1 quarter. The position peaked at $667K in Q4 2022. 102 funds tracked by Wall St. Rank hold FM as of Q1 2023.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares Frontier and Select EM ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 26,200 iShares Frontier and Select EM ETF shares in Q1 2023, an estimated $667K.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares Frontier and Select EM ETF in Q4 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares Frontier and Select EM ETF position peaked at $667K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2023, filed 11 Apr 2023.