Envestnet Portfolio Solutions
FRDM icon

Envestnet Portfolio Solutions’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-15,843
Closed -$555K – 1575
2025
Q1 		$555K Buy
+15,843
New +$552K ﹤0.01% 1002

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 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 $1.72B AUM 16.93% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Envestnet Portfolio Solutions's FRDM Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2025, closing a stake of 15,843 shares — an estimated $555K sold.

Envestnet Portfolio Solutions first reported a position in FRDM in Q1 2025 and held it in 1 quarter. The position peaked at $555K in Q1 2025. 162 funds tracked by Wall St. Rank hold FRDM as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 15,843 Freedom 100 Emerging Markets ETF shares in Q2 2025, an estimated $555K.
  • Envestnet Portfolio Solutions first reported a position in Freedom 100 Emerging Markets ETF in Q1 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Freedom 100 Emerging Markets ETF position peaked at $555K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.