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Mark Sheptoff Financial Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Mark Sheptoff Financial Planning’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 		$14.6K Buy
+200
New +$13.4K 0.01% 317
2022
Q1 		– Sell
-500
Closed -$17K – 449
2021
Q4 		$17K Hold
500
– – 0.01% 268
2021
Q3 		$16K Hold
500
– – 0.01% 265
2021
Q2 		$17K Buy
+500
New +$17.1K 0.01% 286

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

Mark Sheptoff Financial Planning's FRDM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026: 200 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in FRDM as recently as Q4 2021.

Mark Sheptoff Financial Planning first reported a position in FRDM in Q2 2021 and has held it in 4 quarters since. The position peaked at $17K in Q4 2021. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Freedom 100 Emerging Markets ETF worth $14.6K as of Q2 2026.
  • Freedom 100 Emerging Markets ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #317 holding.
  • Mark Sheptoff Financial Planning first reported a position in Freedom 100 Emerging Markets ETF in Q2 2021 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Freedom 100 Emerging Markets ETF position peaked at $17K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.