MIM
FRDM icon

Marshall Investment Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Marshall Investment 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 		$227K Buy
3,116
+1,302
+72% +$87K 0.09% 75
2026
Q1 		$99.1K Buy
+1,814
New +$104K 0.05% 96
2025
Q2 		– Sell
-75
Closed -$2.63K – 90
2025
Q1 		$2.63K Buy
+75
New +$2.61K ﹤0.01% 205

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

Marshall Investment Management's FRDM Position: Q2 2026 in Review

Marshall Investment Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 72% in Q2 2026, buying an estimated $87K and bringing the position to 3,116 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #75.

Marshall Investment Management first reported a position in FRDM in Q1 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Marshall Investment Management held 3,116 shares of Freedom 100 Emerging Markets ETF worth $227K as of Q2 2026.
  • Marshall Investment Management bought 1,302 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $87K.
  • Freedom 100 Emerging Markets ETF made up 0.09% of Marshall Investment Management's portfolio in Q2 2026, its #75 holding.
  • Marshall Investment Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.