HWM
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HB Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

HB Wealth 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 		– Sell
-6,247
Closed -$341K – 1750
2026
Q1 		$341K Buy
6,247
+131
+2% +$7.5K ﹤0.01% 1149
2025
Q4 		$314K Buy
6,116
+816
+15% +$39K ﹤0.01% 1118
2025
Q3 		$235K Hold
5,300
– – ﹤0.01% 1193
2025
Q2 		$214K Buy
+5,300
New +$197K ﹤0.01% 1078

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

HB Wealth Management's FRDM Position: Q2 2026 in Review

HB Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026, closing a stake of 6,247 shares — an estimated $341K sold.

HB Wealth Management first reported a position in FRDM in Q2 2025 and held it in 4 quarters. The position peaked at $341K in Q1 2026. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • HB Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 6,247 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $341K.
  • HB Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and held it in 4 quarters.
  • HB Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $341K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.