FA
FRDM icon

Fermata Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Fermata Advisors’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 		$944K Buy
13,491
+485
+4% +$33.1K 0.18% 122
2026
Q2 		$948K Buy
13,006
+1,192
+10% +$79.6K 0.19% 113
2026
Q1 		$646K Buy
11,814
+2,054
+21% +$118K 0.15% 125
2025
Q4 		$500K Buy
+9,760
New +$466K 0.12% 131

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
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 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

Fermata Advisors's FRDM Position: Q3 2026 in Review

Fermata Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 3.7% in Q3 2026, buying an estimated $33.1K and bringing the position to 13,491 shares worth $944K. The position accounts for 0.18% of the portfolio, ranked #122.

Fermata Advisors first reported a position in FRDM in Q4 2025 and has held it in 4 quarters since. The position peaked at $948K in Q2 2026. 69 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

  • Fermata Advisors held 13,491 shares of Freedom 100 Emerging Markets ETF worth $944K as of Q3 2026.
  • Fermata Advisors bought 485 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $33.1K.
  • Freedom 100 Emerging Markets ETF made up 0.18% of Fermata Advisors's portfolio in Q3 2026, its #122 holding.
  • Fermata Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • Fermata Advisors's Freedom 100 Emerging Markets ETF position peaked at $948K in Q2 2026.
  • 69 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.