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Commonwealth Financial Services’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Commonwealth Financial Services’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 		$6.83M Sell
93,657
-199,925
-68% -$13.4M 0.92% 22
2026
Q1 		$16M Sell
293,582
-13,273
-4% -$760K 2.54% 9
2025
Q4 		$15.7M Sell
306,855
-4,898
-2% -$234K 2.59% 9
2025
Q3 		$13.8M Buy
311,753
+52,000
+20% +$2.18M 2.36% 9
2025
Q2 		$10.5M Buy
259,753
+2,173
+0.8% +$80.8K 2.02% 11
2025
Q1 		$9.03M Buy
257,580
+526
+0.2% +$18.3K 1.85% 12
2024
Q4 		$8.4M Buy
257,054
+10,824
+4% +$375K 1.65% 20
2024
Q3 		$8.79M Buy
246,230
+1,942
+0.8% +$68.4K 1.74% 17
2024
Q2 		$8.93M Buy
244,288
+54,366
+29% +$1.87M 1.83% 15
2024
Q1 		$6.25M Sell
189,922
-272
-0.1% -$8.71K 1.47% 22
2023
Q4 		$6.26M Buy
190,194
+68,761
+57% +$2.07M 1.47% 22
2023
Q3 		$3.44M Buy
+121,433
New +$3.74M 1.02% 28

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

Commonwealth Financial Services's FRDM Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 68% in Q2 2026, selling an estimated $13.4M and leaving 93,657 shares worth $6.83M. The position accounts for 0.92% of the portfolio, ranked #22.

Commonwealth Financial Services first reported a position in FRDM in Q3 2023 and has held it in 12 quarters since. The position peaked at $16M in Q1 2026. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Commonwealth Financial Services held 93,657 shares of Freedom 100 Emerging Markets ETF worth $6.83M as of Q2 2026.
  • Commonwealth Financial Services sold 199,925 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $13.4M.
  • Freedom 100 Emerging Markets ETF made up 0.92% of Commonwealth Financial Services's portfolio in Q2 2026, its #22 holding.
  • Commonwealth Financial Services first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's Freedom 100 Emerging Markets ETF position peaked at $16M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.