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

Arete Wealth 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
Q1 		$2.03M Buy
37,063
+20,885
+129% +$1.2M 0.15% 159
2025
Q4 		$829K Buy
16,178
+2,164
+15% +$103K 0.05% 319
2025
Q3 		$621K Buy
14,014
+1,140
+9% +$47.8K 0.04% 378
2025
Q2 		$520K Sell
12,874
-811
-6% -$30.1K 0.04% 398
2025
Q1 		$480K Buy
13,685
+12
+0.1% +$418 0.04% 402
2024
Q4 		$448K Sell
13,673
-56
-0.4% -$1.94K 0.03% 441
2024
Q3 		$490K Buy
13,729
+1,850
+16% +$65.1K 0.04% 382
2024
Q2 		$421K Buy
11,879
+70
+0.6% +$2.4K 0.03% 430
2024
Q1 		$398K Buy
11,809
+45
+0.4% +$1.44K 0.04% 320
2023
Q4 		$387K Buy
+11,764
New +$355K 0.03% 474

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

Arete Wealth Advisors's FRDM Position: Q1 2026 in Review

Arete Wealth Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 129% in Q1 2026, buying an estimated $1.2M and bringing the position to 37,063 shares worth $2.03M. The position accounts for 0.15% of the portfolio, ranked #159.

Arete Wealth Advisors first reported a position in FRDM in Q4 2023 and has held it in 10 quarters since. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • Arete Wealth Advisors held 37,063 shares of Freedom 100 Emerging Markets ETF worth $2.03M as of Q1 2026.
  • Arete Wealth Advisors bought 20,885 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $1.2M.
  • Freedom 100 Emerging Markets ETF made up 0.15% of Arete Wealth Advisors's portfolio in Q1 2026, its #159 holding.
  • Arete Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.