RFP
FRDM icon

Root Financial Partners’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Root Financial Partners’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 		– Sell
-499
Closed -$27.3K – 1428
2026
Q1 		$27.3K Hold
499
– – ﹤0.01% 1160
2025
Q4 		$25.6K Sell
499
-2,619
-84% -$125K ﹤0.01% 1046
2025
Q3 		$138K Buy
+3,118
New +$131K 0.01% 350

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

Root Financial Partners's FRDM Position: Q2 2026 in Review

Root Financial Partners sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026, closing a stake of 499 shares — an estimated $27.3K sold.

Root Financial Partners first reported a position in FRDM in Q3 2025 and held it in 3 quarters. The position peaked at $138K in Q3 2025. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Root Financial Partners reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 499 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $27.3K.
  • Root Financial Partners first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Freedom 100 Emerging Markets ETF position peaked at $138K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.