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BFA
Beaumont Financial Advisors’s
Freedom 100 Emerging Markets ETF
FRDM
Stock Holding History
Beaumont Financial 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
Q1
$17.1M
Buy
313,143
+37,874
+14%
+$2.17M
1.18%
25
2025
Q4
$14.1M
Buy
275,269
+7,322
+3%
+$350K
0.93%
32
2025
Q3
$11.9M
Buy
267,947
+47,872
+22%
+$2.01M
0.79%
35
2025
Q2
$8.89M
Buy
220,075
+27,369
+14%
+$1.02M
0.64%
37
2025
Q1
$6.75M
Buy
192,706
+4,035
+2%
+$141K
0.53%
45
2024
Q4
$6.17M
Buy
188,671
+8,011
+4%
+$278K
0.46%
46
2024
Q3
$6.46M
Buy
180,660
+3,754
+2%
+$132K
0.51%
44
2024
Q2
$6.25M
Buy
176,906
+4,075
+2%
+$140K
0.5%
44
2024
Q1
$5.83M
Buy
172,831
+13,890
+9%
+$445K
0.48%
45
2023
Q4
$5.23M
Buy
158,941
+14,134
+10%
+$426K
0.48%
46
2023
Q3
$4.1M
Buy
144,807
+6,297
+5%
+$194K
0.41%
45
2023
Q2
$4.34M
Buy
138,510
+28,823
+26%
+$874K
0.4%
50
2023
Q1
$3.22M
Buy
109,687
+2,275
+2%
+$66.8K
0.33%
46
2022
Q4
$2.96M
Sell
107,412
-50,514
-32%
-$1.38M
0.3%
47
2022
Q3
$3.95M
Buy
157,926
+9,333
+6%
+$261K
0.38%
44
2022
Q2
$4.09M
Buy
148,593
+50,599
+52%
+$1.56M
0.37%
50
2022
Q1
$3.35M
Buy
97,994
+16,139
+20%
+$539K
0.25%
75
2021
Q4
$2.71M
Sell
81,855
-238,724
-74%
-$7.92M
0.2%
77
2021
Q3
$10.5M
Buy
+320,579
New
+$10.8M
0.81%
36
Other funds holding FRDM
RPGK
Retirement Planning Group (Kansas)
Leawood, Kansas
$3.23B AUM
15.3%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
MCM
Mainstay Capital Management
Grand Blanc, Michigan
$1.3B AUM
37.8%
1-Year Est. Return
EI
Ellevest Inc
New York
$719M AUM
23.17%
1-Year Est. Return
WJA
Willis Johnson & Associates
Houston, Texas
$1.71B AUM
16.93%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
TWM
Tanglewood Wealth Management
Houston, Texas
$1.21B AUM
19.59%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
ACA
Aptus Capital Advisors
Fairhope, Alabama
$11.9B AUM
17.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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