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Evolution Advisers’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Evolution Advisers’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
2024
Q4 		– Sell
-23
Closed – – 168
2024
Q3 		$0 Hold
23
– – ﹤0.01% 172
2024
Q2 		$0 Hold
23
– – ﹤0.01% 170
2024
Q1 		$1K Hold
23
– – ﹤0.01% 163
2023
Q4 		$1K Buy
+23
New +$694 ﹤0.01% 202

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 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
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
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Evolution Advisers's FRDM Position: Q4 2024 in Review

Evolution Advisers sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2024, closing a stake of 23 shares.

Evolution Advisers first reported a position in FRDM in Q4 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2024. 137 funds tracked by Wall St. Rank hold FRDM as of Q4 2024.

  • Evolution Advisers reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Advisers sold 23 Freedom 100 Emerging Markets ETF shares in Q4 2024.
  • Evolution Advisers first reported a position in Freedom 100 Emerging Markets ETF in Q4 2023 and held it in 4 quarters.
  • Evolution Advisers's Freedom 100 Emerging Markets ETF position peaked at $1K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2024.

Based on Evolution Advisers's 13F filing for Q4 2024, filed 29 Jan 2025.