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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
Q2 		$22.4M Sell
307,898
-5,245
-2% -$350K 1.43% 22
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 $3.94B 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

Beaumont Financial Advisors's FRDM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.7% in Q2 2026, selling an estimated $350K and leaving 307,898 shares worth $22.4M. The position accounts for 1.43% of the portfolio, ranked #22.

Beaumont Financial Advisors first reported a position in FRDM in Q3 2021 and has held it in 20 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Beaumont Financial Advisors held 307,898 shares of Freedom 100 Emerging Markets ETF worth $22.4M as of Q2 2026.
  • Beaumont Financial Advisors sold 5,245 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $350K.
  • Freedom 100 Emerging Markets ETF made up 1.43% of Beaumont Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Beaumont Financial Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2021 and has held it in 20 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.