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

Equity Wealth Partners’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 		$3.36M Buy
46,127
+742
+2% +$49.6K 1.21% 21
2026
Q1 		$2.48M Buy
45,385
+1,881
+4% +$108K 1.6% 12
2025
Q4 		$2.23M Buy
43,504
+14,108
+48% +$674K 1.45% 16
2025
Q3 		$1.3M Buy
+29,396
New +$1.23M 1.06% 28

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

Equity Wealth Partners's FRDM Position: Q2 2026 in Review

Equity Wealth Partners increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.6% in Q2 2026, buying an estimated $49.6K and bringing the position to 46,127 shares worth $3.36M. The position accounts for 1.21% of the portfolio, ranked #21.

Equity Wealth Partners first reported a position in FRDM in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Equity Wealth Partners held 46,127 shares of Freedom 100 Emerging Markets ETF worth $3.36M as of Q2 2026.
  • Equity Wealth Partners bought 742 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $49.6K.
  • Freedom 100 Emerging Markets ETF made up 1.21% of Equity Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Equity Wealth Partners first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.