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GoalVest Advisory’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-1,187
Closed -$60.9K – 488
2025
Q4 		$60.9K Hold
1,187
– – 0.01% 218
2025
Q3 		$52.6K Buy
+1,187
New +$49.8K 0.01% 217

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GoalVest Advisory's FRDM Position: Q1 2026 in Review

GoalVest Advisory sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2026, closing a stake of 1,187 shares — an estimated $60.9K sold.

GoalVest Advisory first reported a position in FRDM in Q3 2025 and held it in 2 quarters. The position peaked at $60.9K in Q4 2025. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • GoalVest Advisory reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 1,187 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $60.9K.
  • GoalVest Advisory first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and held it in 2 quarters.
  • GoalVest Advisory's Freedom 100 Emerging Markets ETF position peaked at $60.9K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.