MFWM
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Motley Fool Wealth Management’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Motley Fool Wealth Management’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-148,531
Closed -$4.33M – 135
2024
Q3 		$4.33M Hold
148,531
– – 0.22% 99
2024
Q2 		$3.9M Buy
+148,531
New +$3.88M 0.2% 99
2024
Q1 		– Sell
-148,531
Closed -$3.74M – 134
2023
Q4 		$3.74M Buy
148,531
+3,740
+3% +$89.2K 0.2% 100
2023
Q3 		$3.37M Hold
144,791
– – 0.2% 97
2023
Q2 		$3.42M Buy
+144,791
New +$3.29M 0.2% 95

Other funds holding TMFM

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Motley Fool Wealth Management's TMFM Position: Q4 2024 in Review

Motley Fool Wealth Management sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q4 2024, closing a stake of 148,531 shares — an estimated $4.33M sold.

Motley Fool Wealth Management first reported a position in TMFM in Q2 2023 and held it in 5 quarters. The position peaked at $4.33M in Q3 2024. 30 funds tracked by Wall St. Rank hold TMFM as of Q4 2024.

  • Motley Fool Wealth Management reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Motley Fool Wealth Management sold 148,531 Motley Fool Mid-Cap Growth ETF shares in Q4 2024, an estimated $4.33M.
  • Motley Fool Wealth Management first reported a position in Motley Fool Mid-Cap Growth ETF in Q2 2023 and held it in 5 quarters.
  • Motley Fool Wealth Management's Motley Fool Mid-Cap Growth ETF position peaked at $4.33M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q4 2024.

Based on Motley Fool Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.