LRI Investments’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

LRI Investments’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	$3.79K	Hold	52	–	–	﹤0.01%	1183
2026 Q1	$2.84K	Hold	52	–	–	﹤0.01%	1215
2025 Q4	$2.67K	Hold	52	–	–	﹤0.01%	1161
2025 Q3	$2.3K	Buy	+52	New	+$2.18K	﹤0.01%	1180

Other funds holding FRDM

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Ares Financial Consulting Calabasas, California $139M AUM