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McBroom & Associates’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

McBroom & Associates’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
Q3 		$287K Buy
4,102
+478
+13% +$32.6K 0.17% 33
2026
Q2 		$264K Buy
+3,624
New +$242K 0.13% 36

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Coyle Financial Counsel
Coyle Financial Counsel Glenview, Illinois $543M AUM 17.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

McBroom & Associates's FRDM Position: Q3 2026 in Review

McBroom & Associates increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 13% in Q3 2026, buying an estimated $32.6K and bringing the position to 4,102 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #33.

McBroom & Associates first reported a position in FRDM in Q2 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

  • McBroom & Associates held 4,102 shares of Freedom 100 Emerging Markets ETF worth $287K as of Q3 2026.
  • McBroom & Associates bought 478 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $32.6K.
  • Freedom 100 Emerging Markets ETF made up 0.17% of McBroom & Associates's portfolio in Q3 2026, its #33 holding.
  • McBroom & Associates first reported a position in Freedom 100 Emerging Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.