PWM
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Perigon Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Perigon 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 		$381K Buy
5,224
+368
+8% +$24.6K 0.01% 1006
2026
Q1 		$265K Hold
4,856
– – ﹤0.01% 1065
2025
Q4 		$249K Buy
+4,856
New +$232K ﹤0.01% 1114

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

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

Perigon Wealth Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 7.6% in Q2 2026, buying an estimated $24.6K and bringing the position to 5,224 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1006.

Perigon Wealth Management first reported a position in FRDM in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Perigon Wealth Management held 5,224 shares of Freedom 100 Emerging Markets ETF worth $381K as of Q2 2026.
  • Perigon Wealth Management bought 368 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $24.6K.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1006 holding.
  • Perigon Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.