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Sweeney & Michel’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Sweeney & Michel’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 		$10.8M Buy
161,771
+87,367
+117% +$5.84M 2.83% 10
2026
Q1 		$4.5M Buy
74,404
+2,569
+4% +$147K 1.32% 19
2025
Q4 		$4.37M Buy
71,835
+1,323
+2% +$63.2K 1.29% 19
2025
Q3 		$3.09M Buy
+70,512
New +$2.96M 1.04% 23

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

Sweeney & Michel's FRDM Position: Q2 2026 in Review

Sweeney & Michel increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 117% in Q2 2026, buying an estimated $5.84M and bringing the position to 161,771 shares worth $10.8M. The position accounts for 2.83% of the portfolio, ranked #10.

Sweeney & Michel first reported a position in FRDM in Q3 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Sweeney & Michel held 161,771 shares of Freedom 100 Emerging Markets ETF worth $10.8M as of Q2 2026.
  • Sweeney & Michel bought 87,367 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $5.84M.
  • Freedom 100 Emerging Markets ETF made up 2.83% of Sweeney & Michel's portfolio in Q2 2026, its #10 holding.
  • Sweeney & Michel first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.