Empirical Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Empirical Wealth Management’s Portfolio TMFG Stock Details TMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,527	Closed	-$289K	–	840
2025 Q2	$289K	Hold	9,527	–	–	0.01%	544
2025 Q1	$264K	Hold	9,527	–	–	0.01%	545
2024 Q4	$270K	Hold	9,527	–	–	0.01%	525
2024 Q3	$302K	Hold	9,527	–	–	0.01%	466
2024 Q2	$280K	Hold	9,527	–	–	0.01%	468
2024 Q1	$289K	Hold	9,527	–	–	0.01%	449
2023 Q4	$265K	Hold	9,527	–	–	0.01%	421
2023 Q3	$249K	Hold	9,527	–	–	0.01%	406
2023 Q2	$254K	Sell	9,527 -3,300	-26%	-$84.9K	0.01%	398
2023 Q1	$329K	Hold	12,827	–	–	0.01%	379
2022 Q4	$294K	Hold	12,827	–	–	0.01%	379
2022 Q3	$285K	Hold	12,827	–	–	0.01%	386
2022 Q2	$296K	Buy	+12,827	New	+$324K	0.02%	390

Other funds holding TMFG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Empirical Wealth Management's TMFG Position: Q3 2025 in Review

Empirical Wealth Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2025, closing a stake of 9,527 shares — an estimated $289K sold.

Empirical Wealth Management first reported a position in TMFG in Q2 2022 and held it in 13 quarters. The position peaked at $329K in Q1 2023. 54 funds tracked by Wall St. Rank hold TMFG as of Q3 2025.

Empirical Wealth Management reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Empirical Wealth Management sold 9,527 Motley Fool Global Opportunities ETF shares in Q3 2025, an estimated $289K.
Empirical Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q2 2022 and held it in 13 quarters.
Empirical Wealth Management's Motley Fool Global Opportunities ETF position peaked at $329K in Q1 2023.
54 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.