WIA
FM

World Investment Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

World Investment Advisors’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
-24,661
Closed -$527K – 190
2020
Q1 		$527K Buy
24,661
+107
+0.4% +$2.96K 0.24% 63
2019
Q4 		$745K Buy
24,554
+7,548
+44% +$218K 0.29% 52
2019
Q3 		$479K Sell
17,006
-52
-0.3% -$1.51K 0.21% 65
2019
Q2 		$501K Buy
17,058
+65
+0.4% +$1.87K 0.22% 60
2019
Q1 		$484K Buy
16,993
+4,600
+37% +$130K 0.22% 60
2018
Q4 		$330K Buy
+12,393
New +$338K 0.15% 95

Other funds holding FM

Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
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
SO
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

World Investment Advisors's FM Position: Q2 2020 in Review

World Investment Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q2 2020, closing a stake of 24,661 shares — an estimated $527K sold.

World Investment Advisors first reported a position in FM in Q4 2018 and held it in 6 quarters. The position peaked at $745K in Q4 2019. 102 funds tracked by Wall St. Rank hold FM as of Q2 2020.

  • World Investment Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q2 2020 after selling out during the quarter.
  • World Investment Advisors sold 24,661 iShares Frontier and Select EM ETF shares in Q2 2020, an estimated $527K.
  • World Investment Advisors first reported a position in iShares Frontier and Select EM ETF in Q4 2018 and held it in 6 quarters.
  • World Investment Advisors's iShares Frontier and Select EM ETF position peaked at $745K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2020.

Based on World Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.