Bank of Montreal
FRDM icon

Bank of Montreal’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Bank of Montreal’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 		– Sell
-150
Closed -$8.2K – 3931
2026
Q1 		$8.2K Buy
+150
New +$8.59K ﹤0.01% 3587
2024
Q2 		– Sell
-164,069
Closed -$5.54M – 3990
2024
Q1 		$5.54M Buy
+164,069
New +$5.25M ﹤0.01% 1178

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 of Montreal's FRDM Position: Q2 2026 in Review

Bank of Montreal sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026, closing a stake of 150 shares — an estimated $8.2K sold.

Bank of Montreal first reported a position in FRDM in Q1 2024 and held it in 2 quarters. The position peaked at $5.54M in Q1 2024. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Bank of Montreal reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 150 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $8.2K.
  • Bank of Montreal first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's Freedom 100 Emerging Markets ETF position peaked at $5.54M in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.