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Silver Oak Securities’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Silver Oak Securities’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
-24,654
Closed -$996K – 777
2025
Q2 		$996K Buy
24,654
+230
+0.9% +$8.55K 0.08% 257
2025
Q1 		$858K Buy
24,424
+4,263
+21% +$149K 0.08% 265
2024
Q4 		$662K Buy
20,161
+4,854
+32% +$168K 0.06% 318
2024
Q3 		$564K Buy
15,307
+9,477
+163% +$334K 0.06% 309
2024
Q2 		$206K Buy
5,830
+1,717
+42% +$59K 0.03% 372
2024
Q1 		$139K Buy
+4,113
New +$132K 0.02% 410

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

Silver Oak Securities's FRDM Position: Q3 2025 in Review

Silver Oak Securities sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2025, closing a stake of 24,654 shares — an estimated $996K sold.

Silver Oak Securities first reported a position in FRDM in Q1 2024 and held it in 6 quarters. The position peaked at $996K in Q2 2025. 187 funds tracked by Wall St. Rank hold FRDM as of Q3 2025.

  • Silver Oak Securities reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 24,654 Freedom 100 Emerging Markets ETF shares in Q3 2025, an estimated $996K.
  • Silver Oak Securities first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and held it in 6 quarters.
  • Silver Oak Securities's Freedom 100 Emerging Markets ETF position peaked at $996K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.