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Sierra Ocean’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-1,600
Closed -$64.6K – 381
2025
Q2 		$64.6K Buy
+1,600
New +$59.5K 0.05% 154

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

Sierra Ocean's FRDM Position: Q3 2025 in Review

Sierra Ocean sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2025, closing a stake of 1,600 shares — an estimated $64.6K sold.

Sierra Ocean first reported a position in FRDM in Q2 2025 and held it in 1 quarter. The position peaked at $64.6K in Q2 2025. 187 funds tracked by Wall St. Rank hold FRDM as of Q3 2025.

  • Sierra Ocean reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,600 Freedom 100 Emerging Markets ETF shares in Q3 2025, an estimated $64.6K.
  • Sierra Ocean first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and held it in 1 quarter.
  • Sierra Ocean's Freedom 100 Emerging Markets ETF position peaked at $64.6K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.