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Mark Sheptoff Financial Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-500
Closed -$17K – 449
2021
Q4 		$17K Hold
500
– – 0.01% 268
2021
Q3 		$16K Hold
500
– – 0.01% 265
2021
Q2 		$17K Buy
+500
New +$17.1K 0.01% 286

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $260M AUM 15.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's FRDM Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2022, closing a stake of 500 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in FRDM in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 36 funds tracked by Wall St. Rank hold FRDM as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Freedom 100 Emerging Markets ETF shares in Q1 2022, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in Freedom 100 Emerging Markets ETF in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Freedom 100 Emerging Markets ETF position peaked at $17K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.