William Blair Investment Management

William Blair Investment Management’s iShares Frontier and Select EM ETF FM Stock Holding History

William Blair Investment Management’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
2018 Q1	–	Sell	-815,704	Closed	-$27M	–	469
2017 Q4	$27M	Sell	815,704 -385,846	-32%	-$12.5M	0.11%	204
2017 Q3	$37.6M	Sell	1,201,550 -138,900	-10%	-$4.17M	0.13%	166
2017 Q2	$38.3M	Sell	1,340,450 -48,600	-3%	-$1.41M	0.14%	167
2017 Q1	$38.5M	Sell	1,389,050 -206,085	-13%	-$5.67M	0.15%	161
2016 Q4	$39.6M	Sell	1,595,135 -78,465	-5%	-$1.97M	0.16%	163
2016 Q3	$43M	Buy	+1,673,600	New	+$41.8M	0.17%	162

Other funds holding FM

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Bank of America

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return