LPL Financial
FRDM icon

LPL Financial’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

LPL Financial’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
Q1 		$41.9M Buy
767,211
+344,651
+82% +$19.7M 0.01% 1005
2025
Q4 		$21.7M Buy
422,560
+122,599
+41% +$5.86M 0.01% 1366
2025
Q3 		$13.3M Buy
299,961
+72,855
+32% +$3.06M ﹤0.01% 1639
2025
Q2 		$9.18M Buy
227,106
+45,969
+25% +$1.71M ﹤0.01% 1804
2025
Q1 		$6.35M Buy
181,137
+23,030
+15% +$802K ﹤0.01% 1954
2024
Q4 		$5.17M Sell
158,107
-26,597
-14% -$922K ﹤0.01% 2058
2024
Q3 		$6.61M Buy
184,704
+17,537
+10% +$617K ﹤0.01% 1771
2024
Q2 		$5.9M Buy
167,167
+28,772
+21% +$989K ﹤0.01% 1735
2024
Q1 		$4.67M Sell
138,395
-50,635
-27% -$1.62M ﹤0.01% 1842
2023
Q4 		$6.22M Buy
189,030
+32,814
+21% +$990K ﹤0.01% 1551
2023
Q3 		$4.42M Buy
156,216
+139,272
+822% +$4.29M ﹤0.01% 1671
2023
Q2 		$531K Sell
16,944
-966
-5% -$29.3K ﹤0.01% 3392
2023
Q1 		$526K Sell
17,910
-6,250
-26% -$183K ﹤0.01% 3277
2022
Q4 		$666K Sell
24,160
-25
-0.1% -$685 ﹤0.01% 2998
2022
Q3 		$604K Buy
24,185
+10,149
+72% +$284K ﹤0.01% 2974
2022
Q2 		$387K Buy
+14,036
New +$433K ﹤0.01% 3424

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return