Mills Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Mills Wealth 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	$630K	Buy	8,648 +554	+7%	+$37K	0.2%	45
2026 Q1	$442K	Buy	8,094 +563	+7%	+$32.2K	0.15%	47
2025 Q4	$386K	Buy	7,531 +2,136	+40%	+$102K	0.15%	51
2025 Q3	$239K	Buy	5,395 +115	+2%	+$4.82K	0.1%	65
2025 Q2	$213K	Buy	+5,280	New	+$196K	0.1%	63

Other funds holding FRDM

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Mills Wealth Advisors's FRDM Position: Q2 2026 in Review

Mills Wealth Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 6.8% in Q2 2026, buying an estimated $37K and bringing the position to 8,648 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #45.

Mills Wealth Advisors first reported a position in FRDM in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Mills Wealth Advisors held 8,648 shares of Freedom 100 Emerging Markets ETF worth $630K as of Q2 2026.
Mills Wealth Advisors bought 554 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $37K.
Freedom 100 Emerging Markets ETF made up 0.2% of Mills Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Mills Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.