GW & Wade’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

GW & Wade’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
2023 Q4	$250K	Sell	8,974 -1,751	-16%	-$46.8K	0.01%	365
2023 Q3	$281K	Sell	10,725 -1,809	-14%	-$48.7K	0.01%	332
2023 Q2	$335K	Sell	12,534 -1,380	-10%	-$35.5K	0.01%	305
2023 Q1	$357K	Sell	13,914 -249	-2%	-$6.2K	0.01%	296
2022 Q4	$324K	Buy	14,163 +3,230	+30%	+$74.9K	0.01%	300
2022 Q3	$243K	Buy	+10,933	New	+$270K	0.01%	335
2022 Q2	–	Sell	-8,740	Closed	-$255K	–	403
2022 Q1	$255K	Hold	8,740	–	–	0.01%	340
2021 Q4	$280K	Buy	+8,740	New	+$276K	0.01%	331

Other funds holding TMFG

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

WPC

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

GW & Wade's TMFG Position: Q4 2023 in Review

GW & Wade reduced its Motley Fool Global Opportunities ETF (TMFG) stake by 16% in Q4 2023, selling an estimated $46.8K and leaving 8,974 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #365.

GW & Wade first reported a position in TMFG in Q4 2021 and has held it in 8 quarters since. The position peaked at $357K in Q1 2023. 44 funds tracked by Wall St. Rank hold TMFG as of Q4 2023.

GW & Wade held 8,974 shares of Motley Fool Global Opportunities ETF worth $250K as of Q4 2023.
GW & Wade sold 1,751 Motley Fool Global Opportunities ETF shares in Q4 2023, an estimated $46.8K.
Motley Fool Global Opportunities ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #365 holding.
GW & Wade first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and has held it in 8 quarters since.
GW & Wade's Motley Fool Global Opportunities ETF position peaked at $357K in Q1 2023.
44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.