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

Investment Planning 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	$30M	Sell	411,418 -58,893	-13%	-$3.93M	6.95%	7
2026 Q1	$25.7M	Sell	470,311 -88,713	-16%	-$5.08M	7.08%	5
2025 Q4	$28.7M	Buy	559,024 +54,976	+11%	+$2.63M	8.34%	3
2025 Q3	$22.3M	Buy	504,048 +88,041	+21%	+$3.69M	7.02%	4
2025 Q2	$16.8M	Buy	416,007 +215,534	+108%	+$8.01M	5.94%	8
2025 Q1	$7.03M	Buy	200,473 +14,403	+8%	+$502K	2.86%	12
2024 Q4	$6.08M	Buy	186,070 +5,779	+3%	+$200K	2.66%	14
2024 Q3	$6.37M	Hold	180,291	–	–	3.25%	11
2024 Q2	$6.37M	Buy	+180,291	New	+$6.2M	3.25%	11

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

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

Investment Planning Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 13% in Q2 2026, selling an estimated $3.93M and leaving 411,418 shares worth $30M. The position accounts for 6.95% of the portfolio, ranked #7.

Investment Planning Advisors first reported a position in FRDM in Q2 2024 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Investment Planning Advisors held 411,418 shares of Freedom 100 Emerging Markets ETF worth $30M as of Q2 2026.
Investment Planning Advisors sold 58,893 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $3.93M.
Freedom 100 Emerging Markets ETF made up 6.95% of Investment Planning Advisors's portfolio in Q2 2026, its #7 holding.
Investment Planning Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.