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Pearl Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Pearl 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 		$12.3M Sell
169,045
-7,216
-4% -$482K 5.67% 7
2026
Q1 		$9.63M Sell
176,261
-7,176
-4% -$411K 5.15% 7
2025
Q4 		$9.4M Buy
+183,437
New +$8.76M 5.75% 6

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

Pearl Planning's FRDM Position: Q2 2026 in Review

Pearl Planning reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 4.1% in Q2 2026, selling an estimated $482K and leaving 169,045 shares worth $12.3M. The position accounts for 5.67% of the portfolio, ranked #7.

Pearl Planning first reported a position in FRDM in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Pearl Planning held 169,045 shares of Freedom 100 Emerging Markets ETF worth $12.3M as of Q2 2026.
  • Pearl Planning sold 7,216 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $482K.
  • Freedom 100 Emerging Markets ETF made up 5.67% of Pearl Planning's portfolio in Q2 2026, its #7 holding.
  • Pearl Planning first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.