CFG
FRDM icon

Cooper Financial Group’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Cooper Financial Group’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 		$723K Sell
9,916
-16,162
-62% -$1.08M 0.06% 213
2026
Q1 		$1.43M Buy
+26,078
New +$1.49M 0.14% 117

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

Cooper Financial Group's FRDM Position: Q2 2026 in Review

Cooper Financial Group reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 62% in Q2 2026, selling an estimated $1.08M and leaving 9,916 shares worth $723K. The position accounts for 0.06% of the portfolio, ranked #213.

Cooper Financial Group first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2026. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Cooper Financial Group held 9,916 shares of Freedom 100 Emerging Markets ETF worth $723K as of Q2 2026.
  • Cooper Financial Group sold 16,162 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $1.08M.
  • Freedom 100 Emerging Markets ETF made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #213 holding.
  • Cooper Financial Group first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • Cooper Financial Group's Freedom 100 Emerging Markets ETF position peaked at $1.43M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.