MA
FRDM icon

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

Mutual 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 		$1.34M Sell
24,487
-227
-0.9% -$13K 0.03% 488
2025
Q4 		$1.27M Sell
24,714
-414
-2% -$19.8K 0.03% 497
2025
Q3 		$1.18M Sell
25,128
-139
-0.6% -$5.83K 0.03% 506
2025
Q2 		$1.03M Buy
25,267
+1,094
+5% +$40.7K 0.03% 497
2025
Q1 		$869K Hold
24,173
– – 0.02% 499
2024
Q4 		$814K Sell
24,173
-5,212
-18% -$181K 0.02% 547
2024
Q3 		$1.05M Buy
29,385
+7,070
+32% +$249K 0.03% 470
2024
Q2 		$767K Buy
22,315
+2,590
+13% +$89K 0.02% 568
2024
Q1 		$665K Sell
19,725
-3,568
-15% -$114K 0.02% 603
2023
Q4 		$766K Buy
23,293
+3,029
+15% +$91.4K 0.03% 527
2023
Q3 		$574K Buy
20,264
+1,956
+11% +$60.3K 0.02% 584
2023
Q2 		$574K Buy
+18,308
New +$555K 0.02% 599

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 $501B 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 $1.71B 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 $376B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return