Creative Planning
FRDM icon

Creative Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Creative 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 		$1.56M Sell
21,335
-2,760
-11% -$184K ﹤0.01% 2297
2026
Q1 		$1.32M Buy
24,095
+3,671
+18% +$210K ﹤0.01% 2240
2025
Q4 		$1.05M Buy
20,424
+578
+3% +$27.6K ﹤0.01% 2241
2025
Q3 		$879K Buy
19,846
+6,314
+47% +$265K ﹤0.01% 2226
2025
Q2 		$547K Buy
13,532
+2,968
+28% +$110K ﹤0.01% 2392
2025
Q1 		$370K Sell
10,564
-792
-7% -$27.6K ﹤0.01% 2571
2024
Q4 		$371K Buy
11,356
+3,800
+50% +$132K ﹤0.01% 2499
2024
Q3 		$270K Buy
+7,556
New +$266K ﹤0.01% 2605

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

Creative Planning's FRDM Position: Q2 2026 in Review

Creative Planning reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 11% in Q2 2026, selling an estimated $184K and leaving 21,335 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Creative Planning first reported a position in FRDM in Q3 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Creative Planning held 21,335 shares of Freedom 100 Emerging Markets ETF worth $1.56M as of Q2 2026.
  • Creative Planning sold 2,760 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $184K.
  • Freedom 100 Emerging Markets ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2297 holding.
  • Creative Planning first reported a position in Freedom 100 Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.