WP
FM

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

WealthShield 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
2019
Q1 		– Sell
-153
Closed -$4K – 295
2018
Q4 		$4K Sell
153
-36
-19% -$982 ﹤0.01% 225
2018
Q3 		$5K Sell
189
-928
-83% -$26.7K ﹤0.01% 230
2018
Q2 		$32K Hold
1,117
– – 0.02% 166
2018
Q1 		$39K Buy
+1,117
New +$38.9K 0.02% 157

Other funds holding FM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

WealthShield Partners's FM Position: Q1 2019 in Review

WealthShield Partners sold out of iShares Frontier and Select EM ETF (FM) in Q1 2019, closing a stake of 153 shares — an estimated $4K sold.

WealthShield Partners first reported a position in FM in Q1 2018 and held it in 4 quarters. The position peaked at $39K in Q1 2018. 131 funds tracked by Wall St. Rank hold FM as of Q1 2019.

  • WealthShield Partners reported no remaining iShares Frontier and Select EM ETF position as of Q1 2019 after selling out during the quarter.
  • WealthShield Partners sold 153 iShares Frontier and Select EM ETF shares in Q1 2019, an estimated $4K.
  • WealthShield Partners first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 4 quarters.
  • WealthShield Partners's iShares Frontier and Select EM ETF position peaked at $39K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2019.

Based on WealthShield Partners's 13F filing for Q1 2019, filed 14 May 2019.