KFI
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Key Financial Inc’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Key Financial Inc’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 		$22.1K Hold
303
– – ﹤0.01% 710
2026
Q1 		$16.6K Buy
+303
New +$17.4K ﹤0.01% 770

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

Key Financial Inc's FRDM Position: Q2 2026 in Review

Key Financial Inc held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q2 2026 at 303 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Key Financial Inc first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Key Financial Inc held 303 shares of Freedom 100 Emerging Markets ETF worth $22.1K as of Q2 2026.
  • Key Financial Inc left its Freedom 100 Emerging Markets ETF share count unchanged in Q2 2026.
  • Freedom 100 Emerging Markets ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #710 holding.
  • Key Financial Inc first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.