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SIMA Wealth Partners’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

SIMA Wealth Partners’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 		$79.1K Hold
1,085
– – 0.06% 70
2026
Q1 		$59.3K Sell
1,085
-65
-6% -$3.72K 0.05% 75
2025
Q4 		$59K Buy
1,150
+211
+22% +$10.1K 0.04% 76
2025
Q3 		$41.6K Hold
939
– – 0.03% 82
2025
Q2 		$37.9K Hold
939
– – 0.03% 85
2025
Q1 		$32.9K Buy
939
+20
+2% +$697 0.03% 97
2024
Q4 		$30K Sell
919
-2
-0.2% -$69 0.03% 106
2024
Q3 		$33K Hold
921
– – 0.03% 94
2024
Q2 		$32.5K Buy
+921
New +$31.6K 0.03% 94

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Raymond James Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIMA Wealth Partners's FRDM Position: Q2 2026 in Review

SIMA Wealth Partners held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q2 2026 at 1,085 shares worth $79.1K. The position accounts for 0.06% of the portfolio, ranked #70.

SIMA Wealth Partners first reported a position in FRDM in Q2 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • SIMA Wealth Partners held 1,085 shares of Freedom 100 Emerging Markets ETF worth $79.1K as of Q2 2026.
  • SIMA Wealth Partners left its Freedom 100 Emerging Markets ETF share count unchanged in Q2 2026.
  • Freedom 100 Emerging Markets ETF made up 0.06% of SIMA Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • SIMA Wealth Partners first reported a position in Freedom 100 Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.