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

EverSource Wealth Advisors’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	$9.26K	Hold	127	–	–	﹤0.01%	2951
2026 Q1	$6.94K	Buy	127 +97	+323%	+$5.56K	﹤0.01%	3106
2025 Q4	$1.54K	Hold	30	–	–	﹤0.01%	3588
2025 Q3	$1.33K	Hold	30	–	–	﹤0.01%	3663
2025 Q2	$1.21K	Hold	30	–	–	﹤0.01%	3677
2025 Q1	$1.05K	Hold	30	–	–	﹤0.01%	3212
2024 Q4	$980	Hold	30	–	–	﹤0.01%	2967
2024 Q3	$1.07K	Hold	30	–	–	﹤0.01%	2710
2024 Q2	$1.05K	Buy	+30	New	+$1.03K	﹤0.01%	2731

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's FRDM Position: Q2 2026 in Review

EverSource Wealth Advisors held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q2 2026 at 127 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

EverSource Wealth Advisors first reported a position in FRDM in Q2 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

EverSource Wealth Advisors held 127 shares of Freedom 100 Emerging Markets ETF worth $9.26K as of Q2 2026.
EverSource Wealth Advisors left its Freedom 100 Emerging Markets ETF share count unchanged in Q2 2026.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2951 holding.
EverSource Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.