Empirical Finance’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Empirical Finance’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 Q4	–	Sell	-8,963	Closed	-$254K	–	518
2023 Q3	$254K	Buy	8,963 +8	+0.1%	+$247	0.02%	495
2023 Q2	$281K	Buy	8,955 +285	+3%	+$8.64K	0.02%	478
2023 Q1	$255K	Buy	8,670 +1,210	+16%	+$35.5K	0.02%	471
2022 Q4	$206K	Buy	+7,460	New	+$204K	0.02%	488
2021 Q3	–	Sell	-10,787	Closed	-$370K	–	427
2021 Q2	$370K	Buy	10,787 +4,336	+67%	+$148K	0.06%	295
2021 Q1	$206K	Hold	6,451	–	–	0.04%	316
2020 Q4	$206K	Buy	+6,451	New	+$183K	0.04%	316

Other funds holding FRDM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Empirical Finance's FRDM Position: Q4 2023 in Review

Empirical Finance sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2023, closing a stake of 8,963 shares — an estimated $254K sold.

Empirical Finance first reported a position in FRDM in Q4 2020 and held it in 7 quarters. The position peaked at $370K in Q2 2021. 100 funds tracked by Wall St. Rank hold FRDM as of Q4 2023.

Empirical Finance reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Empirical Finance sold 8,963 Freedom 100 Emerging Markets ETF shares in Q4 2023, an estimated $254K.
Empirical Finance first reported a position in Freedom 100 Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Empirical Finance's Freedom 100 Emerging Markets ETF position peaked at $370K in Q2 2021.
100 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.