Lord & Richards Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Lord & Richards 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	$2.56M	Buy	35,078 +311	+0.9%	+$20.8K	2%	13
2026 Q1	$1.9M	Sell	34,767 -25	-0.1%	-$1.43K	1.67%	17
2025 Q4	$1.78M	Buy	34,792 +10,976	+46%	+$524K	1.53%	17
2025 Q3	$1.06M	Buy	23,816 +1,866	+9%	+$78.3K	0.97%	33
2025 Q2	$887K	Buy	21,950 +13,052	+147%	+$485K	0.93%	34
2025 Q1	$312K	Buy	+8,898	New	+$310K	0.35%	55

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Lord & Richards Wealth Management's FRDM Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.89% in Q2 2026, buying an estimated $20.8K and bringing the position to 35,078 shares worth $2.56M. The position accounts for 2% of the portfolio, ranked #13.

Lord & Richards Wealth Management first reported a position in FRDM in Q1 2025 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Lord & Richards Wealth Management held 35,078 shares of Freedom 100 Emerging Markets ETF worth $2.56M as of Q2 2026.
Lord & Richards Wealth Management bought 311 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $20.8K.
Freedom 100 Emerging Markets ETF made up 2% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #13 holding.
Lord & Richards Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.