Moneta Group Investment Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Moneta Group Investment 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 Q2	$412K	Buy	5,645 +1,073	+23%	+$71.7K	﹤0.01%	605
2026 Q1	$250K	Hold	4,572	–	–	﹤0.01%	692
2025 Q4	$234K	Buy	4,572 +29	+0.6%	+$1.39K	﹤0.01%	713
2025 Q3	$201K	Buy	+4,543	New	+$191K	﹤0.01%	759
2022 Q3	–	Sell	-8,091	Closed	-$223K	–	446
2022 Q2	$223K	Buy	+8,091	New	+$249K	0.01%	427

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Moneta Group Investment Advisors's FRDM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 23% in Q2 2026, buying an estimated $71.7K and bringing the position to 5,645 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Moneta Group Investment Advisors first reported a position in FRDM in Q2 2022 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Moneta Group Investment Advisors held 5,645 shares of Freedom 100 Emerging Markets ETF worth $412K as of Q2 2026.
Moneta Group Investment Advisors bought 1,073 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $71.7K.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #605 holding.
Moneta Group Investment Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.