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XY Planning Network’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

XY Planning Network’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 		$688K Buy
9,441
+168
+2% +$11.2K 0.09% 173
2026
Q1 		$518K Sell
9,273
-673
-7% -$38.5K 0.08% 184
2025
Q4 		$510K Buy
9,946
+1,145
+13% +$54.7K 0.09% 170
2025
Q3 		$356K Hold
8,801
– – 0.12% 129
2025
Q2 		$356K Buy
+8,801
New +$327K 0.12% 129

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

XY Planning Network's FRDM Position: Q2 2026 in Review

XY Planning Network increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,441 shares worth $688K. The position accounts for 0.09% of the portfolio, ranked #173.

XY Planning Network first reported a position in FRDM in Q2 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • XY Planning Network held 9,441 shares of Freedom 100 Emerging Markets ETF worth $688K as of Q2 2026.
  • XY Planning Network bought 168 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $11.2K.
  • Freedom 100 Emerging Markets ETF made up 0.09% of XY Planning Network's portfolio in Q2 2026, its #173 holding.
  • XY Planning Network first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.