Institute for Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Institute for 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	$1.2K	Buy	+16	New	+$1.07K	﹤0.01%	1644

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $548M AUM 25.77% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Institute for Wealth Management's FRDM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026: 16 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings.

196 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Institute for Wealth Management held 16 shares of Freedom 100 Emerging Markets ETF worth $1.2K as of Q2 2026.
Freedom 100 Emerging Markets ETF was a new Institute for Wealth Management position in Q2 2026.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1644 holding.
196 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

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