Global Retirement Partners’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Global Retirement Partners’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	-1,122	Closed	-$31.2K	–	3403
2023 Q3	$31.2K	Buy	1,122 +1,024	+1,045%	+$31.6K	﹤0.01%	1475
2023 Q2	$3.07K	Sell	98 -24	-20%	-$728	﹤0.01%	2387
2023 Q1	$3.59K	Hold	122	–	–	﹤0.01%	2284
2022 Q4	$3.36K	Buy	+122	New	+$3.34K	﹤0.01%	2161

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

Global Retirement Partners's FRDM Position: Q4 2023 in Review

Global Retirement Partners sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2023, closing a stake of 1,122 shares — an estimated $31.2K sold.

Global Retirement Partners first reported a position in FRDM in Q4 2022 and held it in 4 quarters. The position peaked at $31.2K in Q3 2023. 100 funds tracked by Wall St. Rank hold FRDM as of Q4 2023.

Global Retirement Partners reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 1,122 Freedom 100 Emerging Markets ETF shares in Q4 2023, an estimated $31.2K.
Global Retirement Partners first reported a position in Freedom 100 Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
Global Retirement Partners's Freedom 100 Emerging Markets ETF position peaked at $31.2K in Q3 2023.
100 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.