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 Q3	$1.25M	Sell	18,213 -3,893	-18%	-$266K	0.31%	48
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%	-$8.42K	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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Prism Advisors's FRDM Position: Q3 2026 in Review

Prism Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 18% in Q3 2026, selling an estimated $266K and leaving 18,213 shares worth $1.25M. The position accounts for 0.31% of the portfolio, ranked #48.

Prism Advisors first reported a position in FRDM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q3 2024. 63 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Prism Advisors held 18,213 shares of Freedom 100 Emerging Markets ETF worth $1.25M as of Q3 2026.
Prism Advisors sold 3,893 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $266K.
Freedom 100 Emerging Markets ETF made up 0.31% of Prism Advisors's portfolio in Q3 2026, its #48 holding.
Prism Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and has held it in 13 quarters since.
Prism Advisors's Freedom 100 Emerging Markets ETF position peaked at $1.71M in Q3 2024.
63 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.