Action Point Financial Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Action Point Financial Planning’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	$510K	Buy	+6,991	New	+$467K	0.05%	260

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's FRDM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026: 6,991 shares worth $510K. The stake represents 0.05% of the portfolio and ranks #260 among its holdings.

318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Action Point Financial Planning held 6,991 shares of Freedom 100 Emerging Markets ETF worth $510K as of Q2 2026.
Freedom 100 Emerging Markets ETF was a new Action Point Financial Planning position in Q2 2026.
Freedom 100 Emerging Markets ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #260 holding.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.