TWM
Tanglewood Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.8M | Buy |
1,107,772
+362,189
| +49% | +$14.6M | 4.41% | 8 |
|
2025
Q1 | $26.1M | Buy |
745,583
+167,839
| +29% | +$5.88M | 2.94% | 13 |
|
2024
Q4 | $18.9M | Sell |
577,744
-303,452
| -34% | -$9.92M | 2.18% | 14 |
|
2024
Q3 | $31.5M | Buy |
+881,196
| New | +$31.5M | 3.63% | 11 |
|
2024
Q1 | – | Sell |
-518,859
| Closed | -$17.1M | – | 34 |
|
2023
Q4 | $17.1M | Buy |
518,859
+120,889
| +30% | +$3.98M | 2.09% | 13 |
|
2023
Q3 | $11.3M | Buy |
+397,970
| New | +$11.3M | 1.91% | 12 |
|