LKBC
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L.K. Benson & Company’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

L.K. Benson & Company’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 		$1.06M Sell
14,589
-2,846
-16% -$190K 0.32% 48
2026
Q1 		$953K Sell
17,435
-139
-0.8% -$7.96K 0.32% 49
2025
Q4 		$901K Buy
17,574
+2,898
+20% +$138K 0.45% 49
2025
Q3 		$650K Buy
14,676
+470
+3% +$19.7K 0.35% 60
2025
Q2 		$574K Buy
14,206
+2,067
+17% +$76.8K 0.35% 60
2025
Q1 		$426K Buy
12,139
+3,224
+36% +$112K 0.29% 70
2024
Q4 		$291K Buy
+8,915
New +$309K 0.21% 78

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

L.K. Benson & Company's FRDM Position: Q2 2026 in Review

L.K. Benson & Company reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 16% in Q2 2026, selling an estimated $190K and leaving 14,589 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #48.

L.K. Benson & Company first reported a position in FRDM in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • L.K. Benson & Company held 14,589 shares of Freedom 100 Emerging Markets ETF worth $1.06M as of Q2 2026.
  • L.K. Benson & Company sold 2,846 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $190K.
  • Freedom 100 Emerging Markets ETF made up 0.32% of L.K. Benson & Company's portfolio in Q2 2026, its #48 holding.
  • L.K. Benson & Company first reported a position in Freedom 100 Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.