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Longview Financial Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Longview Financial 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 		$13.5M Buy
184,625
+7,161
+4% +$478K 7.87% 6
2026
Q1 		$9.7M Buy
177,464
+5,392
+3% +$309K 5.93% 7
2025
Q4 		$8.82M Buy
172,072
+1,244
+0.7% +$59.4K 5.99% 7
2025
Q3 		$7.57M Buy
170,828
+130,648
+325% +$5.48M 5.4% 8
2025
Q2 		$1.62M Buy
40,180
+4,806
+14% +$179K 1.38% 14
2025
Q1 		$1.24M Buy
35,374
+3,858
+12% +$134K 1.06% 20
2024
Q4 		$1.03M Buy
31,516
+1,346
+4% +$46.6K 0.81% 22
2024
Q3 		$1.08M Sell
30,170
-517
-2% -$18.2K 0.79% 22
2024
Q2 		$1.08M Buy
30,687
+1,298
+4% +$44.6K 0.82% 22
2024
Q1 		$991K Sell
29,389
-534
-2% -$17.1K 0.74% 23
2023
Q4 		$984K Buy
+29,923
New +$903K 0.79% 21

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

Longview Financial Advisors's FRDM Position: Q2 2026 in Review

Longview Financial Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 4% in Q2 2026, buying an estimated $478K and bringing the position to 184,625 shares worth $13.5M. The position accounts for 7.87% of the portfolio, ranked #6.

Longview Financial Advisors first reported a position in FRDM in Q4 2023 and has held it in 11 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Longview Financial Advisors held 184,625 shares of Freedom 100 Emerging Markets ETF worth $13.5M as of Q2 2026.
  • Longview Financial Advisors bought 7,161 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $478K.
  • Freedom 100 Emerging Markets ETF made up 7.87% of Longview Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Longview Financial Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.