Beacon Pointe Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Beacon Pointe 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 Q2	$593K	Buy	8,130 +1,561	+24%	+$104K	﹤0.01%	1258
2026 Q1	$359K	Buy	6,569 +77	+1%	+$4.41K	﹤0.01%	1446
2025 Q4	$333K	Sell	6,492 -2,571	-28%	-$123K	﹤0.01%	1214
2025 Q3	$402K	Buy	+9,063	New	+$380K	﹤0.01%	1088
2023 Q1	–	Sell	-26,000	Closed	-$717K	–	1169
2022 Q4	$717K	Buy	+26,000	New	+$712K	0.01%	587

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's FRDM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 24% in Q2 2026, buying an estimated $104K and bringing the position to 8,130 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Beacon Pointe Advisors first reported a position in FRDM in Q4 2022 and has held it in 5 quarters since. The position peaked at $717K in Q4 2022. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Beacon Pointe Advisors held 8,130 shares of Freedom 100 Emerging Markets ETF worth $593K as of Q2 2026.
Beacon Pointe Advisors bought 1,561 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $104K.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1258 holding.
Beacon Pointe Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2022 and has held it in 5 quarters since.
Beacon Pointe Advisors's Freedom 100 Emerging Markets ETF position peaked at $717K in Q4 2022.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.