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

Willow Financial’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
Q1 		$497K Sell
9,102
-1,079
-11% -$61.8K 0.5% 22
2025
Q4 		$522K Buy
+10,181
New +$486K 0.53% 24

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Willow Financial's FRDM Position: Q1 2026 in Review

Willow Financial reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 11% in Q1 2026, selling an estimated $61.8K and leaving 9,102 shares worth $497K. The position accounts for 0.5% of the portfolio, ranked #22.

Willow Financial first reported a position in FRDM in Q4 2025 and has held it in 2 quarters since. The position peaked at $522K in Q4 2025. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • Willow Financial held 9,102 shares of Freedom 100 Emerging Markets ETF worth $497K as of Q1 2026.
  • Willow Financial sold 1,079 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $61.8K.
  • Freedom 100 Emerging Markets ETF made up 0.5% of Willow Financial's portfolio in Q1 2026, its #22 holding.
  • Willow Financial first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's Freedom 100 Emerging Markets ETF position peaked at $522K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.