EWM
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Evermay Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Evermay Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,700
Closed -$51.8K – 581
2022
Q4 		$51.8K Buy
+1,700
New +$53.7K 0.01% 294

Other funds holding TMFC

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evermay Wealth Management's TMFC Position: Q1 2023 in Review

Evermay Wealth Management sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2023, closing a stake of 1,700 shares — an estimated $51.8K sold.

Evermay Wealth Management first reported a position in TMFC in Q4 2022 and held it in 1 quarter. The position peaked at $51.8K in Q4 2022. 63 funds tracked by Wall St. Rank hold TMFC as of Q1 2023.

  • Evermay Wealth Management reported no remaining Motley Fool 100 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1,700 Motley Fool 100 Index ETF shares in Q1 2023, an estimated $51.8K.
  • Evermay Wealth Management first reported a position in Motley Fool 100 Index ETF in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Motley Fool 100 Index ETF position peaked at $51.8K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.