LI
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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

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

LRI Investments's FRDM Position: Q2 2026 in Review

LRI Investments held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q2 2026 at 52 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

LRI Investments first reported a position in FRDM in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • LRI Investments held 52 shares of Freedom 100 Emerging Markets ETF worth $3.79K as of Q2 2026.
  • LRI Investments left its Freedom 100 Emerging Markets ETF share count unchanged in Q2 2026.
  • Freedom 100 Emerging Markets ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1183 holding.
  • LRI Investments first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.