1620 Investment Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

1620 Investment Advisors’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
2026 Q2	$4.36M	Sell	59,857 -2,383	-4%	-$159K	2.7%	2
2026 Q1	$3.4M	Buy	62,240 +109	+0.2%	+$6.24K	2.3%	4
2025 Q4	$3.19M	Sell	62,131 -1,569	-2%	-$75K	2.12%	4
2025 Q3	$2.82M	Buy	63,700 +1,126	+2%	+$47.2K	1.92%	7
2025 Q2	$2.53M	Buy	62,574 +2,410	+4%	+$89.6K	1.79%	7
2025 Q1	$2.11M	Buy	60,164 +1,961	+3%	+$68.3K	1.61%	11
2024 Q4	$1.9M	Buy	58,203 +2,573	+5%	+$89.1K	1.44%	13
2024 Q3	$1.99M	Buy	55,630 +726	+1%	+$25.6K	1.44%	13
2024 Q2	$1.94M	Buy	54,904 +626	+1%	+$21.5K	1.49%	12
2024 Q1	$1.83M	Buy	54,278 +1,183	+2%	+$37.9K	1.84%	12
2023 Q4	$1.75M	Buy	53,095 +2,552	+5%	+$77K	1.91%	12
2023 Q3	$1.43M	Buy	50,543 +1,230	+2%	+$37.9K	1.62%	13
2023 Q2	$1.55M	Buy	49,313 +1,103	+2%	+$33.4K	1.68%	12
2023 Q1	$1.42M	Buy	48,210 +1,443	+3%	+$42.3K	1.71%	11
2022 Q4	$15.9K	Buy	46,767 +533	+1%	+$14.6K	0.02%	134
2022 Q3	$1.16M	Buy	46,234 +2,147	+5%	+$60K	1.7%	9
2022 Q2	$1.22M	Buy	+44,087	New	+$1.36M	1.68%	9

Other funds holding FRDM

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

1620 Investment Advisors's FRDM Position: Q2 2026 in Review

1620 Investment Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 3.8% in Q2 2026, selling an estimated $159K and leaving 59,857 shares worth $4.36M. The position accounts for 2.7% of the portfolio, ranked #2.

1620 Investment Advisors first reported a position in FRDM in Q2 2022 and has held it in 17 quarters since. 115 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

1620 Investment Advisors held 59,857 shares of Freedom 100 Emerging Markets ETF worth $4.36M as of Q2 2026.
1620 Investment Advisors sold 2,383 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $159K.
Freedom 100 Emerging Markets ETF made up 2.7% of 1620 Investment Advisors's portfolio in Q2 2026, its #2 holding.
1620 Investment Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
115 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.