EGWAG
FRDM icon

Elwood & Goetz Wealth Advisory Group’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$20.3M Buy
+278,890
New +$18.6M 3.01% 9

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

Elwood & Goetz Wealth Advisory Group's FRDM Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026: 278,890 shares worth $20.3M. The stake represents 3.01% of the portfolio and ranks #9 among its holdings.

318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 278,890 shares of Freedom 100 Emerging Markets ETF worth $20.3M as of Q2 2026.
  • Freedom 100 Emerging Markets ETF was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
  • Freedom 100 Emerging Markets ETF made up 3.01% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #9 holding.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.