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Heck Capital Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Heck Capital 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 		$40.6M Sell
555,714
-59,116
-10% -$3.95M 2.42% 7
2026
Q1 		$33.7M Buy
614,830
+394,021
+178% +$22.6M 2.5% 9
2025
Q4 		$11.3M Sell
220,809
-15,571
-7% -$744K 0.84% 26
2025
Q3 		$10.5M Sell
236,380
-13,183
-5% -$553K 0.81% 29
2025
Q2 		$10.1M Buy
249,563
+555
+0.2% +$20.6K 0.87% 29
2025
Q1 		$8.73M Sell
249,008
-262,646
-51% -$9.15M 0.98% 26
2024
Q4 		$16.7M Buy
511,654
+245,412
+92% +$8.5M 0.71% 28
2024
Q3 		$9.53M Sell
266,242
-16,651
-6% -$586K 1.1% 21
2024
Q2 		$9.99M Sell
282,893
-8,689
-3% -$299K 1.24% 22
2024
Q1 		$9.84M Buy
291,582
+79,636
+38% +$2.55M 1.5% 21
2023
Q4 		$6.97M Buy
+211,946
New +$6.4M 1.14% 29
2022
Q4 		– Sell
-3,500
Closed -$87.5K – 143
2022
Q3 		$87.5K Hold
3,500
– – 0.02% 125
2022
Q2 		$96.5K Hold
3,500
– – 0.02% 125
2022
Q1 		$120K Hold
3,500
– – 0.02% 118
2021
Q4 		$116K Sell
3,500
-253
-7% -$8.39K 0.02% 107
2021
Q3 		$123K Buy
+3,753
New +$127K 0.02% 108

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

Heck Capital Advisors's FRDM Position: Q2 2026 in Review

Heck Capital Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 9.6% in Q2 2026, selling an estimated $3.95M and leaving 555,714 shares worth $40.6M. The position accounts for 2.42% of the portfolio, ranked #7.

Heck Capital Advisors first reported a position in FRDM in Q3 2021 and has held it in 16 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Heck Capital Advisors held 555,714 shares of Freedom 100 Emerging Markets ETF worth $40.6M as of Q2 2026.
  • Heck Capital Advisors sold 59,116 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $3.95M.
  • Freedom 100 Emerging Markets ETF made up 2.42% of Heck Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Heck Capital Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2021 and has held it in 16 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.