Yardley Wealth Management LLC Has $14.52 Million Stock Position in Freedom 100 Emerging Markets ETF $FRDM

Yardley Wealth Management LLC trimmed its position in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM) by 9.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 327,658 shares of the company’s stock after selling 32,367 shares during the quarter. Freedom 100 Emerging Markets ETF accounts for 8.1% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Yardley Wealth Management LLC’s holdings in Freedom 100 Emerging Markets ETF were worth $14,519,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of FRDM. Ellevest Inc. raised its holdings in Freedom 100 Emerging Markets ETF by 458.6% during the second quarter. Ellevest Inc. now owns 1,140,983 shares of the company’s stock worth $46,096,000 after buying an additional 936,741 shares during the last quarter. Tanglewood Wealth Management Inc. increased its position in shares of Freedom 100 Emerging Markets ETF by 48.6% during the second quarter. Tanglewood Wealth Management Inc. now owns 1,107,772 shares of the company’s stock worth $44,754,000 after acquiring an additional 362,189 shares in the last quarter. First Heartland Consultants Inc. acquired a new stake in shares of Freedom 100 Emerging Markets ETF in the 2nd quarter worth about $14,632,000. Envestnet Asset Management Inc. raised its holdings in shares of Freedom 100 Emerging Markets ETF by 527.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 356,976 shares of the company’s stock worth $14,422,000 after acquiring an additional 300,091 shares during the last quarter. Finally, Investment Planning Advisors Inc. lifted its position in Freedom 100 Emerging Markets ETF by 107.5% in the 2nd quarter. Investment Planning Advisors Inc. now owns 416,007 shares of the company’s stock valued at $16,807,000 after acquiring an additional 215,534 shares in the last quarter.

Freedom 100 Emerging Markets ETF Stock Performance

Shares of FRDM opened at $53.98 on Friday. The firm has a market capitalization of $1.59 billion, a P/E ratio of 12.68 and a beta of 0.94. Freedom 100 Emerging Markets ETF has a 52 week low of $30.68 and a 52 week high of $41.38. The stock has a 50 day moving average price of $49.25 and a two-hundred day moving average price of $45.02.

Freedom 100 Emerging Markets ETF Profile

The Freedom 100 Emerging Markets ETF (FRDM) is an exchange-traded fund that mostly invests in total market equity. FDRM tracks an index that selects and weights exposure to emerging market equities based on personal and economic freedom metrics. FRDM was launched on May 23, 2019 and is managed by Alpha Architect.