Bank Julius Baer & Co
FRDM icon

Bank Julius Baer & Co’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Bank Julius Baer & Co’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 		$15.2M Buy
208,400
+88,900
+74% +$5.94M 0.04% 170
2026
Q1 		$6.53M Buy
+119,500
New +$6.84M 0.02% 204

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

Bank Julius Baer & Co's FRDM Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 74% in Q2 2026, buying an estimated $5.94M and bringing the position to 208,400 shares worth $15.2M. The position accounts for 0.04% of the portfolio, ranked #170.

Bank Julius Baer & Co first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Bank Julius Baer & Co held 208,400 shares of Freedom 100 Emerging Markets ETF worth $15.2M as of Q2 2026.
  • Bank Julius Baer & Co bought 88,900 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $5.94M.
  • Freedom 100 Emerging Markets ETF made up 0.04% of Bank Julius Baer & Co's portfolio in Q2 2026, its #170 holding.
  • Bank Julius Baer & Co first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.