Carson Wealth (CWM LLC)
FRDM icon

Carson Wealth (CWM LLC)’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.51M Buy
46,002
+13,336
+41% +$764K 0.01% 1104
2025
Q4 		$1.68M Buy
32,666
+2,018
+7% +$96.4K ﹤0.01% 1226
2025
Q3 		$1.36M Sell
30,648
-1,017
-3% -$42.7K ﹤0.01% 1250
2025
Q2 		$1.28M Sell
31,665
-11,724
-27% -$436K ﹤0.01% 1137
2025
Q1 		$1.52M Buy
43,389
+29,692
+217% +$1.03M 0.01% 931
2024
Q4 		$448K Sell
13,697
-1,334
-9% -$46.2K ﹤0.01% 1424
2024
Q3 		$538K Sell
15,031
-86,202
-85% -$3.04M ﹤0.01% 1290
2024
Q2 		$3.58M Sell
101,233
-36,001
-26% -$1.24M 0.02% 496
2024
Q1 		$4.63M Sell
137,234
-28,916
-17% -$926K 0.02% 433
2023
Q4 		$5.47M Sell
166,150
-23,806
-13% -$718K 0.03% 382
2023
Q3 		$5.38M Buy
189,956
+75,478
+66% +$2.33M 0.03% 351
2023
Q2 		$3.59M Sell
114,478
-3,775
-3% -$114K 0.02% 414
2023
Q1 		$3.48M Buy
118,253
+64,832
+121% +$1.9M 0.02% 391
2022
Q4 		$1.47M Sell
53,421
-4,484
-8% -$123K 0.01% 502
2022
Q3 		$1.45M Sell
57,905
-684
-1% -$19.1K 0.01% 463
2022
Q2 		$1.61M Sell
58,589
-5,470
-9% -$169K 0.01% 440
2022
Q1 		$2.19M Buy
+64,059
New +$2.14M 0.02% 398

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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 $1.72B AUM 16.93% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FRDM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 41% in Q1 2026, buying an estimated $764K and bringing the position to 46,002 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #1104.

Carson Wealth (CWM LLC) first reported a position in FRDM in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.47M in Q4 2023. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46,002 shares of Freedom 100 Emerging Markets ETF worth $2.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,336 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $764K.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1104 holding.
  • Carson Wealth (CWM LLC) first reported a position in Freedom 100 Emerging Markets ETF in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Freedom 100 Emerging Markets ETF position peaked at $5.47M in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.