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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.8M	Buy	416,007 +215,534	+108%	+$8.71M	5.94%	8
2025 Q1	$7.03M	Buy	200,473 +14,403	+8%	+$505K	2.86%	12
2024 Q4	$6.08M	Buy	186,070 +5,779	+3%	+$189K	2.66%	14
2024 Q3	$6.37M	Hold	180,291	–	–	3.25%	11
2024 Q2	$6.37M	Buy	+180,291	New	+$6.37M	3.25%	11