Envestnet Asset Management
FRDM icon

Envestnet Asset Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Envestnet Asset Management’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 		$42.7M Buy
586,334
+114,290
+24% +$7.64M 0.01% 947
2026
Q1 		$25.8M Buy
472,044
+355,371
+305% +$20.4M 0.01% 1177
2025
Q4 		$5.98M Sell
116,673
-254,772
-69% -$12.2M ﹤0.01% 2056
2025
Q3 		$16.5M Buy
371,445
+14,469
+4% +$607K ﹤0.01% 1417
2025
Q2 		$14.4M Buy
356,976
+300,091
+528% +$11.2M ﹤0.01% 1477
2025
Q1 		$1.99M Buy
56,885
+29,518
+108% +$1.03M ﹤0.01% 2730
2024
Q4 		$894K Buy
27,367
+865
+3% +$30K ﹤0.01% 3239
2024
Q3 		$948K Buy
26,502
+7,034
+36% +$248K ﹤0.01% 3164
2024
Q2 		$688K Buy
19,468
+607
+3% +$20.9K ﹤0.01% 3271
2024
Q1 		$636K Sell
18,861
-27,428
-59% -$878K ﹤0.01% 3296
2023
Q4 		$1.52M Sell
46,289
-1,485
-3% -$44.8K ﹤0.01% 2635
2023
Q3 		$1.35M Sell
47,774
-16,440
-26% -$507K ﹤0.01% 2597
2023
Q2 		$2.01M Buy
64,214
+16,237
+34% +$492K ﹤0.01% 2275
2023
Q1 		$1.41M Buy
+47,977
New +$1.41M ﹤0.01% 2422

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

Envestnet Asset Management's FRDM Position: Q2 2026 in Review

Envestnet Asset Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 24% in Q2 2026, buying an estimated $7.64M and bringing the position to 586,334 shares worth $42.7M. The position accounts for 0.01% of the portfolio, ranked #947.

Envestnet Asset Management first reported a position in FRDM in Q1 2023 and has held it in 14 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Envestnet Asset Management held 586,334 shares of Freedom 100 Emerging Markets ETF worth $42.7M as of Q2 2026.
  • Envestnet Asset Management bought 114,290 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $7.64M.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #947 holding.
  • Envestnet Asset Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.