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GeoWealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

GeoWealth Management’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
-1,571
Closed -$56.2K – 1832
2024
Q3 		$56.2K Buy
+1,571
New +$55.3K ﹤0.01% 1036
2024
Q2 		– Sell
-7,136
Closed -$241K – 891
2024
Q1 		$241K Buy
+7,136
New +$228K 0.01% 626

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $548M AUM 25.77% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

GeoWealth Management's FRDM Position: Q4 2024 in Review

GeoWealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2024, closing a stake of 1,571 shares — an estimated $56.2K sold.

GeoWealth Management first reported a position in FRDM in Q1 2024 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 137 funds tracked by Wall St. Rank hold FRDM as of Q4 2024.

  • GeoWealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 1,571 Freedom 100 Emerging Markets ETF shares in Q4 2024, an estimated $56.2K.
  • GeoWealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's Freedom 100 Emerging Markets ETF position peaked at $241K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.