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Enzi Wealth’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Enzi Wealth’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
Q3 		$17.4M Buy
257,317
+7,822
+3% +$534K 5.2% 6
2026
Q2 		$17M Sell
249,495
-44,016
-15% -$2.94M 5.38% 6
2026
Q1 		$16M Buy
293,511
+20,517
+8% +$1.18M 5.57% 6
2025
Q4 		$15M Buy
+272,994
New +$13M 5.29% 6

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Enzi Wealth's FRDM Position: Q3 2026 in Review

Enzi Wealth increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 3.1% in Q3 2026, buying an estimated $534K and bringing the position to 257,317 shares worth $17.4M. The position accounts for 5.2% of the portfolio, ranked #6.

Enzi Wealth first reported a position in FRDM in Q4 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

  • Enzi Wealth held 257,317 shares of Freedom 100 Emerging Markets ETF worth $17.4M as of Q3 2026.
  • Enzi Wealth bought 7,822 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $534K.
  • Freedom 100 Emerging Markets ETF made up 5.2% of Enzi Wealth's portfolio in Q3 2026, its #6 holding.
  • Enzi Wealth first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.