Retirement Planning Group (Kansas)’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Retirement Planning Group (Kansas)’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	$193M	Buy	2,644,118 +94,489	+4%	+$6.31M	4.9%	5
2026 Q1	$139M	Buy	2,549,629 +133,481	+6%	+$7.65M	4.32%	9
2025 Q4	$124M	Buy	2,416,148 +15,469	+0.6%	+$739K	4.07%	9
2025 Q3	$106M	Buy	2,400,679 +13,908	+0.6%	+$583K	3.69%	9
2025 Q2	$96.4M	Buy	2,386,771 +28,261	+1%	+$1.05M	4.1%	9
2025 Q1	$82.7M	Buy	2,358,510 +243,547	+12%	+$8.49M	3.88%	10
2024 Q4	$69.1M	Buy	2,114,963 +264,588	+14%	+$9.17M	3.48%	11
2024 Q3	$66.2M	Buy	1,850,375 +62,343	+3%	+$2.2M	3.61%	9
2024 Q2	$63.2M	Sell	1,788,032 -1,198	-0.1%	-$41.2K	4.01%	10
2024 Q1	$60.4M	Buy	1,789,230 +31,213	+2%	+$999K	4.62%	8
2023 Q4	$57.8M	Buy	1,758,017 +44,420	+3%	+$1.34M	5.18%	8
2023 Q3	$48.5M	Buy	1,713,597 +1,917	+0.1%	+$59.1K	5.15%	8
2023 Q2	$53.7M	Buy	1,711,680 +46,126	+3%	+$1.4M	5.36%	8
2023 Q1	$49M	Buy	1,665,554 +45,746	+3%	+$1.34M	5.22%	8
2022 Q4	$44.7M	Buy	1,619,808 +105,227	+7%	+$2.88M	5.1%	8
2022 Q3	$37.8M	Buy	1,514,581 +14,715	+1%	+$411K	4.76%	8
2022 Q2	$41.3M	Buy	1,499,866 +226,471	+18%	+$6.98M	5.1%	8
2022 Q1	$43.5M	Buy	+1,273,395	New	+$42.5M	4.76%	8

Other funds holding FRDM

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

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FRDM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 3.7% in Q2 2026, buying an estimated $6.31M and bringing the position to 2,644,118 shares worth $193M. The position accounts for 4.9% of the portfolio, ranked #5.

Retirement Planning Group (Kansas) first reported a position in FRDM in Q1 2022 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Retirement Planning Group (Kansas) held 2,644,118 shares of Freedom 100 Emerging Markets ETF worth $193M as of Q2 2026.
Retirement Planning Group (Kansas) bought 94,489 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $6.31M.
Freedom 100 Emerging Markets ETF made up 4.9% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #5 holding.
Retirement Planning Group (Kansas) first reported a position in Freedom 100 Emerging Markets ETF in Q1 2022 and has held it in 18 quarters since.
320 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.