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 Q3	$2.62M	Buy	37,498 +591	+2%	+$40.4K	0.17%	146
2026 Q2	$2.69M	Sell	36,907 -156	-0.4%	-$10.4K	0.18%	138
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	0.06%	258
2025 Q3	$621K	Buy	14,014 +1,140	+9%	+$47.8K	0.05%	270
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 $4.01B AUM 11.74% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

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

Arete Wealth Advisors's FRDM Position: Q3 2026 in Review

Arete Wealth Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.6% in Q3 2026, buying an estimated $40.4K and bringing the position to 37,498 shares worth $2.62M. The position accounts for 0.17% of the portfolio, ranked #146.

Arete Wealth Advisors first reported a position in FRDM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.69M in Q2 2026. 266 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Arete Wealth Advisors held 37,498 shares of Freedom 100 Emerging Markets ETF worth $2.62M as of Q3 2026.
Arete Wealth Advisors bought 591 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $40.4K.
Freedom 100 Emerging Markets ETF made up 0.17% of Arete Wealth Advisors's portfolio in Q3 2026, its #146 holding.
Arete Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
Arete Wealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $2.69M in Q2 2026.
266 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.