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One Charles Private Wealth Services’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

One Charles Private Wealth Services’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 		$6.03M Buy
+82,719
New +$5.53M 1.39% 18

Other funds holding FRDM

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

One Charles Private Wealth Services's FRDM Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026: 82,719 shares worth $6.03M. The stake represents 1.39% of the portfolio and ranks #18 among its holdings.

53 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • One Charles Private Wealth Services held 82,719 shares of Freedom 100 Emerging Markets ETF worth $6.03M as of Q2 2026.
  • Freedom 100 Emerging Markets ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • Freedom 100 Emerging Markets ETF made up 1.39% of One Charles Private Wealth Services's portfolio in Q2 2026, its #18 holding.
  • 53 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.