Kovitz Investment Group Partners
FRDM icon

Kovitz Investment Group Partners’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-36,868
Closed -$1.63M – 766
2025
Q3 		$1.63M Buy
+36,868
New +$1.55M 0.01% 714

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EI
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
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Kovitz Investment Group Partners's FRDM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2025, closing a stake of 36,868 shares — an estimated $1.63M sold.

Kovitz Investment Group Partners first reported a position in FRDM in Q3 2025 and held it in 1 quarter. The position peaked at $1.63M in Q3 2025. 231 funds tracked by Wall St. Rank hold FRDM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 36,868 Freedom 100 Emerging Markets ETF shares in Q4 2025, an estimated $1.63M.
  • Kovitz Investment Group Partners first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Freedom 100 Emerging Markets ETF position peaked at $1.63M in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.