IWM
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IHT Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

IHT 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
-6,550
Closed -$358K – 1290
2026
Q1 		$358K Sell
6,550
-916
-12% -$52.5K 0.01% 944
2025
Q4 		$383K Buy
7,466
+239
+3% +$11.4K 0.01% 873
2025
Q3 		$320K Sell
7,227
-502
-6% -$21.1K 0.01% 906
2025
Q2 		$312K Sell
7,729
-242
-3% -$8.99K 0.01% 872
2025
Q1 		$279K Buy
7,971
+324
+4% +$11.3K 0.01% 888
2024
Q4 		$250K Buy
7,647
+741
+11% +$25.7K 0.01% 926
2024
Q3 		$247K Buy
6,906
+185
+3% +$6.51K 0.01% 991
2024
Q2 		$237K Sell
6,721
-416
-6% -$14.3K 0.01% 882
2024
Q1 		$241K Buy
7,137
+260
+4% +$8.32K 0.01% 884
2023
Q4 		$226K Sell
6,877
-213
-3% -$6.43K 0.01% 875
2023
Q3 		$201K Buy
7,090
+232
+3% +$7.15K 0.01% 879
2023
Q2 		$215K Buy
+6,858
New +$208K 0.01% 854

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

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

IHT Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026, closing a stake of 6,550 shares — an estimated $358K sold.

IHT Wealth Management first reported a position in FRDM in Q2 2023 and held it in 12 quarters. The position peaked at $383K in Q4 2025. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • IHT Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 6,550 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $358K.
  • IHT Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q2 2023 and held it in 12 quarters.
  • IHT Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $383K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.