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Rothschild Investment LLC’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Rothschild Investment LLC’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
2025
Q2 		– Sell
-223
Closed -$7.82K – 3087
2025
Q1 		$7.82K Hold
223
– – ﹤0.01% 1250
2024
Q4 		$7.29K Buy
+223
New +$7.73K ﹤0.01% 1225

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Rothschild Investment LLC's FRDM Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2025, closing a stake of 223 shares — an estimated $7.82K sold.

Rothschild Investment LLC first reported a position in FRDM in Q4 2024 and held it in 2 quarters. The position peaked at $7.82K in Q1 2025. 162 funds tracked by Wall St. Rank hold FRDM as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 223 Freedom 100 Emerging Markets ETF shares in Q2 2025, an estimated $7.82K.
  • Rothschild Investment LLC first reported a position in Freedom 100 Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's Freedom 100 Emerging Markets ETF position peaked at $7.82K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.