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

Silicon Hills 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
2023 Q1	–	Sell	-22,121	Closed	-$610K	–	93
2022 Q4	$610K	Sell	22,121 -2,150	-9%	-$58.9K	0.45%	51
2022 Q3	$607K	Sell	24,271 -3,469	-13%	-$96.9K	0.48%	45
2022 Q2	$765K	Buy	27,740 +12,331	+80%	+$380K	0.56%	42
2022 Q1	$527K	Sell	15,409 -608	-4%	-$20.3K	0.34%	66
2021 Q4	$530K	Sell	16,017 -16,939	-51%	-$562K	0.33%	74
2021 Q3	$1.08M	Sell	32,956 -6,816	-17%	-$231K	0.74%	41
2021 Q2	$1.36M	Buy	39,772 +5,360	+16%	+$183K	1.06%	33
2021 Q1	$1.16M	Sell	34,412 -4,553	-12%	-$153K	1.05%	30
2020 Q4	$1.24M	Sell	38,965 -2,042	-5%	-$57.9K	1.12%	25
2020 Q3	$1.03M	Sell	41,007 -3,059	-7%	-$78.1K	1.07%	25
2020 Q2	$1.04M	Sell	44,066 -1,300	-3%	-$28.4K	1.25%	21
2020 Q1	$873K	Buy	45,366 +45,357	+503,967%	+$1.12M	1.15%	24
2019 Q4	$154	Buy	+9	New	+$238	0.12%	82

Other funds holding FRDM

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 Milwaukee, Wisconsin $162B AUM 16.35% 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Hills Wealth Management's FRDM Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2023, closing a stake of 22,121 shares — an estimated $610K sold.

Silicon Hills Wealth Management first reported a position in FRDM in Q4 2019 and held it in 13 quarters. The position peaked at $1.36M in Q2 2021. 69 funds tracked by Wall St. Rank hold FRDM as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 22,121 Freedom 100 Emerging Markets ETF shares in Q1 2023, an estimated $610K.
Silicon Hills Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q4 2019 and held it in 13 quarters.
Silicon Hills Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $1.36M in Q2 2021.
69 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.