TrueWealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

TrueWealth 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 Q3	$9.9M	Sell	141,166 -3,737	-3%	-$255K	2.22%	11
2026 Q2	$10.6M	Buy	144,903 +4,293	+3%	+$287K	2.38%	11
2026 Q1	$7.68M	Sell	140,610 -82	-0.1%	-$4.7K	1.93%	11
2025 Q4	$7.21M	Buy	140,692 +3,074	+2%	+$147K	1.87%	10
2025 Q3	$6.1M	Buy	137,618 +8,889	+7%	+$373K	1.65%	13
2025 Q2	$5.2M	Sell	128,729 -6,099	-5%	-$227K	1.54%	14
2025 Q1	$4.73M	Buy	134,828 +910	+0.7%	+$31.7K	1.55%	16
2024 Q4	$4.38M	Sell	133,918 -8,103	-6%	-$281K	1.46%	15
2024 Q3	$5.08M	Buy	142,021 +3,246	+2%	+$114K	1.7%	12
2024 Q2	$4.9M	Sell	138,775 -37,752	-21%	-$1.3M	1.81%	10
2024 Q1	$5.95M	Buy	176,527 +8,151	+5%	+$261K	2.3%	9
2023 Q4	$5.54M	Buy	168,376 +12,674	+8%	+$382K	2.15%	11
2023 Q3	$4.41M	Buy	155,702 +13,998	+10%	+$431K	1.86%	12
2023 Q2	$4.44M	Buy	141,704 +29,331	+26%	+$889K	1.82%	14
2023 Q1	$3.3M	Buy	+112,373	New	+$3.3M	1.39%	18

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

TrueWealth Advisors's FRDM Position: Q3 2026 in Review

TrueWealth Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 2.6% in Q3 2026, selling an estimated $255K and leaving 141,166 shares worth $9.9M. The position accounts for 2.22% of the portfolio, ranked #11.

TrueWealth Advisors first reported a position in FRDM in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.6M in Q2 2026. 102 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

TrueWealth Advisors held 141,166 shares of Freedom 100 Emerging Markets ETF worth $9.9M as of Q3 2026.
TrueWealth Advisors sold 3,737 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $255K.
Freedom 100 Emerging Markets ETF made up 2.22% of TrueWealth Advisors's portfolio in Q3 2026, its #11 holding.
TrueWealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 15 quarters since.
TrueWealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $10.6M in Q2 2026.
102 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.