Wealthcare Advisory Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

Wealthcare Advisory Partners’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	-75	Closed	-$2K	–	1540
2020 Q1	$2K	Sell	75 -1,865	-96%	-$51.6K	﹤0.01%	1348
2019 Q4	$59K	Buy	1,940 +1,865	+2,487%	+$54K	0.01%	515
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	1261
2019 Q2	$2K	Buy	75 +2	+3%	+$58	﹤0.01%	1225
2019 Q1	$2K	Hold	73	–	–	﹤0.01%	1131
2018 Q4	$2K	Buy	73 +1	+1%	+$27	﹤0.01%	1115
2018 Q3	$2K	Hold	72	–	–	﹤0.01%	1153
2018 Q2	$2K	Buy	72 +2	+3%	+$64	﹤0.01%	1155
2018 Q1	$2K	Buy	+70	New	+$2.44K	﹤0.01%	992

Other funds holding FM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's FM Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of iShares Frontier and Select EM ETF (FM) in Q2 2020, closing a stake of 75 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in FM in Q1 2018 and held it in 9 quarters. The position peaked at $59K in Q4 2019. 102 funds tracked by Wall St. Rank hold FM as of Q2 2020.

Wealthcare Advisory Partners reported no remaining iShares Frontier and Select EM ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 75 iShares Frontier and Select EM ETF shares in Q2 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's iShares Frontier and Select EM ETF position peaked at $59K in Q4 2019.
102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.