WOSD
FM

WFA of San Diego’s iShares Frontier and Select EM ETF FM Stock Holding History

WFA of San Diego’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
2024
Q3 		$2.48K Hold
90
– – ﹤0.01% 356
2024
Q2 		$2.47K Buy
+90
New +$2.52K ﹤0.01% 355
2023
Q3 		$1.94K Hold
75
– – ﹤0.01% 348
2023
Q2 		$1.94K Buy
+75
New +$1.91K ﹤0.01% 343

Other funds holding FM

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WFA of San Diego's FM Position: Q3 2024 in Review

WFA of San Diego held its iShares Frontier and Select EM ETF (FM) position steady in Q3 2024 at 90 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

WFA of San Diego first reported a position in FM in Q2 2023 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • WFA of San Diego held 90 shares of iShares Frontier and Select EM ETF worth $2.48K as of Q3 2024.
  • WFA of San Diego left its iShares Frontier and Select EM ETF share count unchanged in Q3 2024.
  • iShares Frontier and Select EM ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2024, its #356 holding.
  • WFA of San Diego first reported a position in iShares Frontier and Select EM ETF in Q2 2023 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.