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

Simplicity Wealth’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
Q4 		– Sell
-11,846
Closed -$424K – 406
2024
Q3 		$424K Sell
11,846
-2,475
-17% -$87.1K 0.04% 326
2024
Q2 		$506K Hold
14,321
– – 0.01% 756
2024
Q1 		$483K Buy
+14,321
New +$458K 0.01% 752

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 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
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Simplicity Wealth's FRDM Position: Q4 2024 in Review

Simplicity Wealth sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2024, closing a stake of 11,846 shares — an estimated $424K sold.

Simplicity Wealth first reported a position in FRDM in Q1 2024 and held it in 3 quarters. The position peaked at $506K in Q2 2024. 137 funds tracked by Wall St. Rank hold FRDM as of Q4 2024.

  • Simplicity Wealth reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,846 Freedom 100 Emerging Markets ETF shares in Q4 2024, an estimated $424K.
  • Simplicity Wealth first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Freedom 100 Emerging Markets ETF position peaked at $506K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.