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Enzi Wealth’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Enzi Wealth’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 		$17M Sell
249,495
-44,016
-15% -$2.94M 5.38% 6
2026
Q1 		$16M Buy
293,511
+20,517
+8% +$1.18M 5.57% 6
2025
Q4 		$15M Buy
+272,994
New +$13M 5.29% 6

Other funds holding FRDM

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Enzi Wealth's FRDM Position: Q2 2026 in Review

Enzi Wealth reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 15% in Q2 2026, selling an estimated $2.94M and leaving 249,495 shares worth $17M. The position accounts for 5.38% of the portfolio, ranked #6.

Enzi Wealth first reported a position in FRDM in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Enzi Wealth held 249,495 shares of Freedom 100 Emerging Markets ETF worth $17M as of Q2 2026.
  • Enzi Wealth sold 44,016 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $2.94M.
  • Freedom 100 Emerging Markets ETF made up 5.38% of Enzi Wealth's portfolio in Q2 2026, its #6 holding.
  • Enzi Wealth first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.