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

Prism 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	$1.61M	Sell	22,106 -1,405	-6%	-$93.9K	0.39%	41
2026 Q1	$1.28M	Sell	23,511 -4,968	-17%	-$285K	0.34%	43
2025 Q4	$1.46M	Sell	28,479 -2,446	-8%	-$117K	0.39%	41
2025 Q3	$1.37M	Buy	30,925 +2,588	+9%	+$109K	0.37%	44
2025 Q2	$1.14M	Sell	28,337 -18,120	-39%	-$674K	0.33%	44
2025 Q1	$1.63M	Sell	46,457 -4,487	-9%	-$156K	0.5%	30
2024 Q4	$1.66M	Buy	50,944 +3,036	+6%	+$105K	0.5%	30
2024 Q3	$1.71M	Sell	47,908 -239	-0.5%	-$8.41K	0.49%	30
2024 Q2	$1.7M	Buy	48,147 +1,203	+3%	+$41.3K	0.52%	29
2024 Q1	$1.58M	Buy	46,944 +1,859	+4%	+$59.5K	0.48%	25
2023 Q4	$1.48M	Buy	45,085 +5,975	+15%	+$180K	0.48%	27
2023 Q3	$1.11M	Buy	+39,110	New	+$1.21M	0.39%	27

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Prism Advisors's FRDM Position: Q2 2026 in Review

Prism Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 6% in Q2 2026, selling an estimated $93.9K and leaving 22,106 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #41.

Prism Advisors first reported a position in FRDM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2024. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Prism Advisors held 22,106 shares of Freedom 100 Emerging Markets ETF worth $1.61M as of Q2 2026.
Prism Advisors sold 1,405 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $93.9K.
Freedom 100 Emerging Markets ETF made up 0.39% of Prism Advisors's portfolio in Q2 2026, its #41 holding.
Prism Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
Prism Advisors's Freedom 100 Emerging Markets ETF position peaked at $1.71M in Q3 2024.
319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.