TrueWealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Sell |
128,729
-6,099
| -5% | -$246K | 1.54% | 14 |
|
|
2025
Q1 | $4.73M | Buy |
134,828
+910
| +0.7% | +$31.9K | 1.55% | 16 |
|
|
2024
Q4 | $4.38M | Sell |
133,918
-8,103
| -6% | -$265K | 1.46% | 15 |
|
|
2024
Q3 | $5.08M | Buy |
142,021
+3,246
| +2% | +$116K | 1.7% | 12 |
|
|
2024
Q2 | $4.9M | Sell |
138,775
-37,752
| -21% | -$1.33M | 1.81% | 10 |
|
|
2024
Q1 | $5.95M | Buy |
176,527
+8,151
| +5% | +$275K | 2.3% | 9 |
|
|
2023
Q4 | $5.54M | Buy |
168,376
+12,674
| +8% | +$417K | 2.15% | 11 |
|
|
2023
Q3 | $4.41M | Buy |
155,702
+13,998
| +10% | +$396K | 1.86% | 12 |
|
|
2023
Q2 | $4.44M | Buy |
141,704
+29,331
| +26% | +$920K | 1.82% | 14 |
|
|
2023
Q1 | $3.3M | Buy |
+112,373
| New | +$3.3M | 1.39% | 18 |
|