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New England Private Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

New England Private 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
Q2 		$7.46M Buy
115,401
+2,317
+2% +$155K 0.72% 44
2026
Q1 		$6.18M Sell
113,084
-1,740
-2% -$99.7K 0.71% 46
2025
Q4 		$5.89M Buy
114,824
+691
+0.6% +$33K 0.73% 42
2025
Q3 		$5.06M Buy
114,133
+553
+0.5% +$23.2K 0.67% 41
2025
Q2 		$4.6M Buy
113,580
+1,811
+2% +$67.3K 0.67% 42
2025
Q1 		$3.92M Buy
111,769
+2,477
+2% +$86.3K 0.61% 46
2024
Q4 		$3.57M Sell
109,292
-4,932
-4% -$171K 0.57% 45
2024
Q3 		$4.09M Buy
114,224
+51
+0% +$1.8K 0.66% 41
2024
Q2 		$4.03M Buy
114,173
+1,330
+1% +$45.7K 0.7% 38
2024
Q1 		$3.81M Buy
112,843
+82
+0.1% +$2.63K 0.67% 39
2023
Q4 		$3.71M Buy
112,761
+1,787
+2% +$53.9K 0.68% 38
2023
Q3 		$3.14M Buy
110,974
+1,006
+0.9% +$31K 0.66% 38
2023
Q2 		$3.45M Buy
109,968
+367
+0.3% +$11.1K 0.7% 36
2023
Q1 		$3.22M Buy
109,601
+18,836
+21% +$553K 0.65% 36
2022
Q4 		$2.5M Hold
90,765
– – 0.53% 39
2022
Q3 		$2.27M Buy
90,765
+3
+0% +$84 0.53% 37
2022
Q2 		$3.1M Sell
90,762
-3
-0% -$92 0.57% 36
2022
Q1 		$3.1M Buy
90,765
+1,344
+2% +$44.9K 0.57% 36
2021
Q4 		$2.96M Hold
89,421
– – 0.52% 39
2021
Q3 		$2.94M Buy
89,421
+41,561
+87% +$1.41M 0.55% 38
2021
Q2 		$1.64M Buy
+47,860
New +$1.64M 0.31% 46

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

New England Private Wealth Advisors's FRDM Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 2% in Q2 2026, buying an estimated $155K and bringing the position to 115,401 shares worth $7.46M. The position accounts for 0.72% of the portfolio, ranked #44.

New England Private Wealth Advisors first reported a position in FRDM in Q2 2021 and has held it in 21 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • New England Private Wealth Advisors held 115,401 shares of Freedom 100 Emerging Markets ETF worth $7.46M as of Q2 2026.
  • New England Private Wealth Advisors bought 2,317 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $155K.
  • Freedom 100 Emerging Markets ETF made up 0.72% of New England Private Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • New England Private Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2021 and has held it in 21 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.