Betterment LLC
FRDM icon

Betterment LLC’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Betterment LLC’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 		$494K Buy
6,770
+327
+5% +$21.8K ﹤0.01% 486
2026
Q1 		$352K Buy
+6,443
New +$369K ﹤0.01% 503
2024
Q2 		– Sell
-15,841
Closed -$534K – 394
2024
Q1 		$534K Buy
15,841
+4,754
+43% +$152K ﹤0.01% 255
2023
Q4 		$365K Buy
+11,087
New +$335K ﹤0.01% 258

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

Betterment LLC's FRDM Position: Q2 2026 in Review

Betterment LLC increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 5.1% in Q2 2026, buying an estimated $21.8K and bringing the position to 6,770 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Betterment LLC first reported a position in FRDM in Q4 2023 and has held it in 4 quarters since. The position peaked at $534K in Q1 2024. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Betterment LLC held 6,770 shares of Freedom 100 Emerging Markets ETF worth $494K as of Q2 2026.
  • Betterment LLC bought 327 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $21.8K.
  • Freedom 100 Emerging Markets ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #486 holding.
  • Betterment LLC first reported a position in Freedom 100 Emerging Markets ETF in Q4 2023 and has held it in 4 quarters since.
  • Betterment LLC's Freedom 100 Emerging Markets ETF position peaked at $534K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.