Center for Financial Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Center for 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	$190K	Hold	2,600	–	–	0.02%	174
2026 Q1	$142K	Buy	2,600 +1,950	+300%	+$112K	0.01%	194
2025 Q4	$33.3K	Hold	650	–	–	﹤0.01%	351
2025 Q3	$28.8K	Hold	650	–	–	﹤0.01%	374
2025 Q2	$26.3K	Buy	650 +212	+48%	+$7.88K	﹤0.01%	361
2025 Q1	$15.4K	Hold	438	–	–	﹤0.01%	423
2024 Q4	$14.3K	Hold	438	–	–	﹤0.01%	381
2024 Q3	$15.7K	Hold	438	–	–	﹤0.01%	353
2024 Q2	$15.5K	Buy	+438	New	+$15.1K	﹤0.01%	342

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

Center for Financial Planning's FRDM Position: Q2 2026 in Review

Center for Financial Planning held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q2 2026 at 2,600 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #174.

Center for Financial Planning first reported a position in FRDM in Q2 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Center for Financial Planning held 2,600 shares of Freedom 100 Emerging Markets ETF worth $190K as of Q2 2026.
Center for Financial Planning left its Freedom 100 Emerging Markets ETF share count unchanged in Q2 2026.
Freedom 100 Emerging Markets ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #174 holding.
Center for Financial Planning first reported a position in Freedom 100 Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.