Guardian Wealth Advisors (North Carolina)’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$44.5M	Sell	610,225 -744	-0.1%	-$49.7K	2.5%	9
2026 Q1	$33.4M	Sell	610,969 -16,261	-3%	-$931K	2.1%	12
2025 Q4	$32.2M	Buy	627,230 +325	+0.1%	+$15.5K	2%	12
2025 Q3	$27.8M	Buy	626,905 +4,534	+0.7%	+$190K	1.8%	12
2025 Q2	$25.1M	Buy	622,371 +282,447	+83%	+$10.5M	1.77%	11
2025 Q1	$11.9M	Buy	339,924 +32,800	+11%	+$1.14M	0.95%	24
2024 Q4	$10M	Buy	307,124 +306,549	+53,313%	+$10.6M	0.79%	28
2024 Q3	$20.6K	Buy	+575	New	+$20.2K	﹤0.01%	355

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FRDM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.12% in Q2 2026, selling an estimated $49.7K and leaving 610,225 shares worth $44.5M. The position accounts for 2.5% of the portfolio, ranked #9.

Guardian Wealth Advisors (North Carolina) first reported a position in FRDM in Q3 2024 and has held it in 8 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 610,225 shares of Freedom 100 Emerging Markets ETF worth $44.5M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 744 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $49.7K.
Freedom 100 Emerging Markets ETF made up 2.5% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #9 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Freedom 100 Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.