Simplicity Solutions’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Simplicity Solutions’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	$471K	Hold	14,321	–	–	0.01%	681
2023 Q3	$405K	Hold	14,321	–	–	0.01%	657
2023 Q2	$449K	Hold	14,321	–	–	0.01%	701
2023 Q1	$421K	Buy	+14,321	New	+$420K	0.01%	739

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

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

Simplicity Solutions's FRDM Position: Q4 2023 in Review

Simplicity Solutions held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q4 2023 at 14,321 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #681.

Simplicity Solutions first reported a position in FRDM in Q1 2023 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold FRDM as of Q4 2023.

Simplicity Solutions held 14,321 shares of Freedom 100 Emerging Markets ETF worth $471K as of Q4 2023.
Simplicity Solutions left its Freedom 100 Emerging Markets ETF share count unchanged in Q4 2023.
Freedom 100 Emerging Markets ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #681 holding.
Simplicity Solutions first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.