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Medallion Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Medallion Wealth Advisors’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 		$727K Sell
13,299
-116
-0.9% -$6.64K 0.24% 92
2025
Q4 		$688K Buy
13,415
+1,875
+16% +$89.6K 0.23% 95
2025
Q3 		$511K Buy
11,540
+1,987
+21% +$83.3K 0.18% 121
2025
Q2 		$385K Buy
9,553
+71
+0.7% +$2.64K 0.15% 142
2025
Q1 		$335K Buy
9,482
+4,135
+77% +$144K 0.15% 144
2024
Q4 		$176K Buy
+5,347
New +$185K 0.09% 202

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $1.72B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Medallion Wealth Advisors's FRDM Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.86% in Q1 2026, selling an estimated $6.64K and leaving 13,299 shares worth $727K. The position accounts for 0.24% of the portfolio, ranked #92.

Medallion Wealth Advisors first reported a position in FRDM in Q4 2024 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • Medallion Wealth Advisors held 13,299 shares of Freedom 100 Emerging Markets ETF worth $727K as of Q1 2026.
  • Medallion Wealth Advisors sold 116 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $6.64K.
  • Freedom 100 Emerging Markets ETF made up 0.24% of Medallion Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Medallion Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.