SFC
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Strategic Financial Concepts’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-110,691
Closed -$9.35K – 404
2024
Q2 		$9.35K Buy
110,691
+102,557
+1,261% +$3.52M 0.01% 416
2024
Q1 		$274K Buy
+8,134
New +$260K 0.07% 238
2023
Q4 		– Sell
-7,287
Closed -$206K – 183
2023
Q3 		$206K Buy
+7,287
New +$225K 0.07% 241

Other funds holding FRDM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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

Strategic Financial Concepts's FRDM Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2024, closing a stake of 110,691 shares — an estimated $9.35K sold.

Strategic Financial Concepts first reported a position in FRDM in Q3 2023 and held it in 3 quarters. The position peaked at $274K in Q1 2024. 123 funds tracked by Wall St. Rank hold FRDM as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 110,691 Freedom 100 Emerging Markets ETF shares in Q3 2024, an estimated $9.35K.
  • Strategic Financial Concepts first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's Freedom 100 Emerging Markets ETF position peaked at $274K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.