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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
Q3 		$11.8M Buy
168,958
+7,187
+4% +$491K 3.15% 9
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 $4.01B AUM 11.74% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Sweeney & Michel's FRDM Position: Q3 2026 in Review

Sweeney & Michel increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 4.4% in Q3 2026, buying an estimated $491K and bringing the position to 168,958 shares worth $11.8M. The position accounts for 3.15% of the portfolio, ranked #9.

Sweeney & Michel first reported a position in FRDM in Q3 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

  • Sweeney & Michel held 168,958 shares of Freedom 100 Emerging Markets ETF worth $11.8M as of Q3 2026.
  • Sweeney & Michel bought 7,187 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $491K.
  • Freedom 100 Emerging Markets ETF made up 3.15% of Sweeney & Michel's portfolio in Q3 2026, its #9 holding.
  • Sweeney & Michel first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.