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Bartlett & Co Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Bartlett & Co Wealth Management’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 		$13K Sell
177
-79
-31% -$5.28K ﹤0.01% 956
2026
Q1 		$16.1K Buy
+256
New +$14.7K ﹤0.01% 851

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

Bartlett & Co Wealth Management's FRDM Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 31% in Q2 2026, selling an estimated $5.28K and leaving 177 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Bartlett & Co Wealth Management first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.1K in Q1 2026. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Bartlett & Co Wealth Management held 177 shares of Freedom 100 Emerging Markets ETF worth $13K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 79 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $5.28K.
  • Freedom 100 Emerging Markets ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #956 holding.
  • Bartlett & Co Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $16.1K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.