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Inspire Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Inspire Advisors’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
-6,192
Closed -$222K – 433
2024
Q3 		$222K Sell
6,192
-2,476
-29% -$87.2K 0.03% 353
2024
Q2 		$306K Sell
8,668
-6,461
-43% -$222K 0.04% 272
2024
Q1 		$510K Sell
15,129
-70,363
-82% -$2.25M 0.07% 206
2023
Q4 		$2.81M Sell
85,492
-5,713
-6% -$172K 0.42% 19
2023
Q3 		$2.58M Buy
91,205
+51,249
+128% +$1.58M 0.46% 24
2023
Q2 		$1.25M Buy
+39,956
New +$1.21M 0.24% 29

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

Inspire Advisors's FRDM Position: Q4 2024 in Review

Inspire Advisors sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2024, closing a stake of 6,192 shares — an estimated $222K sold.

Inspire Advisors first reported a position in FRDM in Q2 2023 and held it in 6 quarters. The position peaked at $2.81M in Q4 2023. 137 funds tracked by Wall St. Rank hold FRDM as of Q4 2024.

  • Inspire Advisors reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Inspire Advisors sold 6,192 Freedom 100 Emerging Markets ETF shares in Q4 2024, an estimated $222K.
  • Inspire Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2023 and held it in 6 quarters.
  • Inspire Advisors's Freedom 100 Emerging Markets ETF position peaked at $2.81M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2024.

Based on Inspire Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.