JWA
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JFS Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

JFS Wealth 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
2023
Q4 		– Sell
-110
Closed -$3.12K – 2014
2023
Q3 		$3.12K Buy
+110
New +$3.39K ﹤0.01% 1199

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

JFS Wealth Advisors's FRDM Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2023, closing a stake of 110 shares — an estimated $3.12K sold.

JFS Wealth Advisors first reported a position in FRDM in Q3 2023 and held it in 1 quarter. The position peaked at $3.12K in Q3 2023. 100 funds tracked by Wall St. Rank hold FRDM as of Q4 2023.

  • JFS Wealth Advisors reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 110 Freedom 100 Emerging Markets ETF shares in Q4 2023, an estimated $3.12K.
  • JFS Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and held it in 1 quarter.
  • JFS Wealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $3.12K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.