South Shore Capital Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

South Shore Capital Advisors’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	$674K	Hold	9,240	–	–	0.45%	51
2026 Q1	$505K	Buy	9,240 +2,985	+48%	+$171K	0.37%	58
2025 Q4	$321K	Buy	+6,255	New	+$299K	0.23%	96
2022 Q2	–	Sell	-6,845	Closed	-$234K	–	95
2022 Q1	$234K	Hold	6,845	–	–	0.38%	91
2021 Q4	$227K	Hold	6,845	–	–	0.37%	88
2021 Q3	$225K	Buy	+6,845	New	+$231K	0.41%	86

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

South Shore Capital Advisors's FRDM Position: Q2 2026 in Review

South Shore Capital Advisors held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q2 2026 at 9,240 shares worth $674K. The position accounts for 0.45% of the portfolio, ranked #51.

South Shore Capital Advisors first reported a position in FRDM in Q3 2021 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

South Shore Capital Advisors held 9,240 shares of Freedom 100 Emerging Markets ETF worth $674K as of Q2 2026.
South Shore Capital Advisors left its Freedom 100 Emerging Markets ETF share count unchanged in Q2 2026.
Freedom 100 Emerging Markets ETF made up 0.45% of South Shore Capital Advisors's portfolio in Q2 2026, its #51 holding.
South Shore Capital Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2021 and has held it in 6 quarters since.
319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.