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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
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 $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return