SwitchPoint Financial Planning’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

SwitchPoint Financial Planning’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	$410K	Sell	5,619 -659	-10%	-$44K	0.24%	49
2026 Q1	$343K	Sell	6,278 -27	-0.4%	-$1.55K	0.23%	47
2025 Q4	$323K	Buy	6,305 +472	+8%	+$22.6K	0.23%	47
2025 Q3	$258K	Buy	5,833 +189	+3%	+$7.93K	0.19%	52
2025 Q2	$228K	Buy	+5,644	New	+$210K	0.19%	54

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

SwitchPoint Financial Planning's FRDM Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 10% in Q2 2026, selling an estimated $44K and leaving 5,619 shares worth $410K. The position accounts for 0.24% of the portfolio, ranked #49.

SwitchPoint Financial Planning first reported a position in FRDM in Q2 2025 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

SwitchPoint Financial Planning held 5,619 shares of Freedom 100 Emerging Markets ETF worth $410K as of Q2 2026.
SwitchPoint Financial Planning sold 659 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $44K.
Freedom 100 Emerging Markets ETF made up 0.24% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #49 holding.
SwitchPoint Financial Planning first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.