Smith Anglin Financial’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Smith Anglin Financial’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 Q2	$478K	Sell	11,844 -739	-6%	-$27.5K	0.04%	128
2025 Q1	$441K	Sell	12,583 -326	-3%	-$11.4K	0.05%	129
2024 Q4	$422K	Buy	12,909 +2,266	+21%	+$78.5K	0.04%	130
2024 Q3	$381K	Sell	10,643 -33,836	-76%	-$1.19M	0.04%	134
2024 Q2	$1.57M	Sell	44,479 -127,419	-74%	-$4.38M	0.16%	53
2024 Q1	$5.8M	Sell	171,898 -391,680	-69%	-$12.5M	0.6%	23
2023 Q4	$18.5M	Buy	563,578 +27,963	+5%	+$844K	2.13%	16
2023 Q3	$15.2M	Buy	535,615 +48,782	+10%	+$1.5M	1.84%	19
2023 Q2	$15.3M	Buy	486,833 +474,786	+3,941%	+$14.4M	1.85%	19
2023 Q1	$354K	Buy	+12,047	New	+$353K	0.05%	113

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Smith Anglin Financial's FRDM Position: Q2 2025 in Review

Smith Anglin Financial reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 5.9% in Q2 2025, selling an estimated $27.5K and leaving 11,844 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #128.

Smith Anglin Financial first reported a position in FRDM in Q1 2023 and has held it in 10 quarters since. The position peaked at $18.5M in Q4 2023. 162 funds tracked by Wall St. Rank hold FRDM as of Q2 2025.

Smith Anglin Financial held 11,844 shares of Freedom 100 Emerging Markets ETF worth $478K as of Q2 2025.
Smith Anglin Financial sold 739 Freedom 100 Emerging Markets ETF shares in Q2 2025, an estimated $27.5K.
Freedom 100 Emerging Markets ETF made up 0.04% of Smith Anglin Financial's portfolio in Q2 2025, its #128 holding.
Smith Anglin Financial first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 10 quarters since.
Smith Anglin Financial's Freedom 100 Emerging Markets ETF position peaked at $18.5M in Q4 2023.
162 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.