AIM
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Anchor Investment Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Anchor Investment Management’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 		$147K Sell
2,015
-2,998
-60% -$200K 0.01% 427
2026
Q1 		$274K Hold
5,013
– – 0.02% 334
2025
Q4 		$257K Buy
5,013
+2
+0% +$96 0.02% 343
2025
Q3 		$222K Buy
5,011
+1
+0% +$42 0.02% 365
2025
Q2 		$202K Sell
5,010
-494
-9% -$18.4K 0.02% 368
2025
Q1 		$193K Sell
5,504
-210
-4% -$7.32K 0.02% 364
2024
Q4 		$187K Sell
5,714
-583
-9% -$20.2K 0.02% 371
2024
Q3 		$225K Buy
6,297
+1,086
+21% +$38.2K 0.02% 347
2024
Q2 		$184K Buy
5,211
+39
+0.8% +$1.34K 0.02% 360
2024
Q1 		$174K Hold
5,172
– – 0.02% 372
2023
Q4 		$170K Buy
5,172
+5
+0.1% +$151 0.02% 375
2023
Q3 		$146K Buy
5,167
+833
+19% +$25.7K 0.02% 384
2023
Q2 		$136K Buy
4,334
+701
+19% +$21.3K 0.02% 389
2023
Q1 		$107K Buy
3,633
+863
+31% +$25.3K 0.01% 434
2022
Q4 		$76.4K Buy
2,770
+100
+4% +$2.74K 0.01% 463
2022
Q3 		$66.7K Buy
2,670
+875
+49% +$24.4K 0.01% 467
2022
Q2 		$49.5K Buy
+1,795
New +$55.3K 0.01% 536

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Raymond James Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's FRDM Position: Q2 2026 in Review

Anchor Investment Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 60% in Q2 2026, selling an estimated $200K and leaving 2,015 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #427.

Anchor Investment Management first reported a position in FRDM in Q2 2022 and has held it in 17 quarters since. The position peaked at $274K in Q1 2026. 320 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Anchor Investment Management held 2,015 shares of Freedom 100 Emerging Markets ETF worth $147K as of Q2 2026.
  • Anchor Investment Management sold 2,998 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $200K.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #427 holding.
  • Anchor Investment Management first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • Anchor Investment Management's Freedom 100 Emerging Markets ETF position peaked at $274K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.