Clarus Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Clarus Wealth Advisors’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
2025 Q1	–	Sell	-22,046	Closed	-$720K	–	106
2024 Q4	$720K	Sell	22,046 -315	-1%	-$10.9K	0.36%	67
2024 Q3	$792K	Sell	22,361 -692	-3%	-$24.4K	0.4%	53
2024 Q2	$854K	Sell	23,053 -1,781	-7%	-$61.2K	0.45%	47
2024 Q1	$842K	Sell	24,834 -75	-0.3%	-$2.4K	0.48%	46
2023 Q4	$758K	Buy	+24,909	New	+$752K	0.45%	47
2023 Q2	$783K	Sell	25,105 -760	-3%	-$23K	0.48%	45
2023 Q1	$744K	Buy	25,865 +6,786	+36%	+$199K	0.47%	45
2022 Q4	$556K	Buy	19,079 +2,830	+17%	+$77.5K	0.36%	55
2022 Q3	$412K	Buy	+16,249	New	+$454K	0.29%	68

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Clarus Wealth Advisors's FRDM Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2025, closing a stake of 22,046 shares — an estimated $720K sold.

Clarus Wealth Advisors first reported a position in FRDM in Q3 2022 and held it in 9 quarters. The position peaked at $854K in Q2 2024. 144 funds tracked by Wall St. Rank hold FRDM as of Q1 2025.

Clarus Wealth Advisors reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 22,046 Freedom 100 Emerging Markets ETF shares in Q1 2025, an estimated $720K.
Clarus Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2022 and held it in 9 quarters.
Clarus Wealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $854K in Q2 2024.
144 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.