MWM
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Modern Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Modern Wealth 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 		$2.56M Buy
35,055
+11,744
+50% +$785K 0.03% 348
2026
Q1 		$1.3M Buy
+23,311
New +$1.34M 0.02% 372

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

Modern Wealth Management's FRDM Position: Q2 2026 in Review

Modern Wealth Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 50% in Q2 2026, buying an estimated $785K and bringing the position to 35,055 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #348.

Modern Wealth Management first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Modern Wealth Management held 35,055 shares of Freedom 100 Emerging Markets ETF worth $2.56M as of Q2 2026.
  • Modern Wealth Management bought 11,744 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $785K.
  • Freedom 100 Emerging Markets ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Modern Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

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