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

Foundations Investment 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
Q2 		$7.57M Buy
103,822
+2,955
+3% +$197K 0.08% 201
2026
Q1 		$5.51M Buy
100,867
+1,288
+1% +$73.8K 0.07% 211
2025
Q4 		$5.11M Buy
99,579
+8,398
+9% +$401K 0.07% 221
2025
Q3 		$4.04M Buy
91,181
+3,475
+4% +$146K 0.06% 238
2025
Q2 		$3.54M Buy
87,706
+9,329
+12% +$347K 0.06% 243
2025
Q1 		$2.75M Buy
78,377
+3,899
+5% +$136K 0.05% 258
2024
Q4 		$2.43M Buy
74,478
+13,657
+22% +$473K 0.05% 259
2024
Q3 		$2.18M Buy
60,821
+26,191
+76% +$922K 0.05% 259
2024
Q2 		$1.22M Buy
34,630
+10,631
+44% +$365K 0.03% 304
2024
Q1 		$809K Buy
+23,999
New +$768K 0.02% 360

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

Foundations Investment Advisors's FRDM Position: Q2 2026 in Review

Foundations Investment Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 2.9% in Q2 2026, buying an estimated $197K and bringing the position to 103,822 shares worth $7.57M. The position accounts for 0.08% of the portfolio, ranked #201.

Foundations Investment Advisors first reported a position in FRDM in Q1 2024 and has held it in 10 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Foundations Investment Advisors held 103,822 shares of Freedom 100 Emerging Markets ETF worth $7.57M as of Q2 2026.
  • Foundations Investment Advisors bought 2,955 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $197K.
  • Freedom 100 Emerging Markets ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Foundations Investment Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.