JWM
FRDM icon

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

Janiczek Wealth 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
Q1 		– Sell
-27
Closed -$889 – 1121
2023
Q4 		$889 Hold
27
– – ﹤0.01% 949
2023
Q3 		$765 Buy
27
+1
+4% +$31 ﹤0.01% 942
2023
Q2 		$816 Hold
26
– – ﹤0.01% 865
2023
Q1 		$779 Buy
+26
New +$763 ﹤0.01% 876

Other funds holding FRDM

Thrivent Financial for Lutherans
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Janiczek Wealth Management's FRDM Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2024, closing a stake of 27 shares — an estimated $889 sold.

Janiczek Wealth Management first reported a position in FRDM in Q1 2023 and held it in 4 quarters. The position peaked at $889 in Q4 2023. 112 funds tracked by Wall St. Rank hold FRDM as of Q1 2024.

  • Janiczek Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 27 Freedom 100 Emerging Markets ETF shares in Q1 2024, an estimated $889.
  • Janiczek Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and held it in 4 quarters.
  • Janiczek Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $889 in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.