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

OneDigital Investment 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 		$8.23M Sell
112,899
-6,051
-5% -$404K 0.07% 222
2026
Q1 		$6.5M Sell
118,950
-14,286
-11% -$818K 0.06% 235
2025
Q4 		$6.83M Sell
133,236
-4,583
-3% -$219K 0.07% 220
2025
Q3 		$6.11M Sell
137,819
-22,357
-14% -$938K 0.06% 229
2025
Q2 		$6.47M Sell
160,176
-1,180
-0.7% -$43.9K 0.07% 212
2025
Q1 		$5.66M Sell
161,356
-23,614
-13% -$823K 0.07% 213
2024
Q4 		$6.04M Buy
184,970
+7,332
+4% +$254K 0.07% 209
2024
Q3 		$6.36M Buy
177,638
+2,422
+1% +$85.3K 0.07% 213
2024
Q2 		$6.19M Buy
175,216
+1,459
+0.8% +$50.1K 0.08% 200
2024
Q1 		$5.86M Buy
173,757
+911
+0.5% +$29.2K 0.09% 179
2023
Q4 		$5.69M Buy
172,846
+2,974
+2% +$89.7K 0.1% 170
2023
Q3 		$4.81M Buy
169,872
+14,230
+9% +$439K 0.1% 155
2023
Q2 		$4.88M Buy
155,642
+30,481
+24% +$924K 0.11% 150
2023
Q1 		$3.68M Buy
125,161
+40,622
+48% +$1.19M 0.09% 174
2022
Q4 		$2.33M Buy
84,539
+67,553
+398% +$1.85M 0.07% 236
2022
Q3 		$424K Buy
+16,986
New +$475K 0.02% 510

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

OneDigital Investment Advisors's FRDM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 5.1% in Q2 2026, selling an estimated $404K and leaving 112,899 shares worth $8.23M. The position accounts for 0.07% of the portfolio, ranked #222.

OneDigital Investment Advisors first reported a position in FRDM in Q3 2022 and has held it in 16 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • OneDigital Investment Advisors held 112,899 shares of Freedom 100 Emerging Markets ETF worth $8.23M as of Q2 2026.
  • OneDigital Investment Advisors sold 6,051 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $404K.
  • Freedom 100 Emerging Markets ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #222 holding.
  • OneDigital Investment Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.