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Bull Oak Capital’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Bull Oak Capital’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-168,366
Closed -$5.28M – 87
2023
Q2 		$5.28M Buy
168,366
+3,502
+2% +$106K 3.86% 9
2023
Q1 		$4.85M Buy
+164,864
New +$4.84M 3.75% 9

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Bull Oak Capital's FRDM Position: Q1 2025 in Review

Bull Oak Capital sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2025, closing a stake of 13,743 shares — an estimated $449K sold.

Bull Oak Capital first reported a position in FRDM in Q1 2022 and held it in 10 quarters. The position peaked at $6.6M in Q3 2024. 144 funds tracked by Wall St. Rank hold FRDM as of Q1 2025.

  • Bull Oak Capital reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Bull Oak Capital sold 13,743 Freedom 100 Emerging Markets ETF shares in Q1 2025, an estimated $449K.
  • Bull Oak Capital first reported a position in Freedom 100 Emerging Markets ETF in Q1 2022 and held it in 10 quarters.
  • Bull Oak Capital's Freedom 100 Emerging Markets ETF position peaked at $6.6M in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2025.

Based on Bull Oak Capital's 13F filing for Q1 2025, filed 30 Apr 2025.