IAA
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Independent Advisor Alliance’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-20,947
Closed -$1.14M – 1252
2026
Q1 		$1.14M Buy
+20,947
New +$1.2M 0.01% 764
2025
Q1 		– Sell
-18,083
Closed -$591K – 992
2024
Q4 		$591K Buy
+18,083
New +$627K 0.01% 899

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

Independent Advisor Alliance's FRDM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026, closing a stake of 20,947 shares — an estimated $1.14M sold.

Independent Advisor Alliance first reported a position in FRDM in Q4 2024 and held it in 2 quarters. The position peaked at $1.14M in Q1 2026. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,947 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $1.14M.
  • Independent Advisor Alliance first reported a position in Freedom 100 Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Freedom 100 Emerging Markets ETF position peaked at $1.14M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.