MWM
FRDM icon

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

Mission 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
Q2 		– Sell
-26,350
Closed -$889K – 697
2024
Q1 		$889K Buy
+26,350
New +$843K 0.02% 317

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Mission Wealth Management's FRDM Position: Q2 2024 in Review

Mission Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2024, closing a stake of 26,350 shares — an estimated $889K sold.

Mission Wealth Management first reported a position in FRDM in Q1 2024 and held it in 1 quarter. The position peaked at $889K in Q1 2024. 118 funds tracked by Wall St. Rank hold FRDM as of Q2 2024.

  • Mission Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 26,350 Freedom 100 Emerging Markets ETF shares in Q2 2024, an estimated $889K.
  • Mission Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $889K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.