SWIM
FRDM icon

Smallwood Wealth Investment Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Smallwood Wealth Investment 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 		$8.48M Buy
116,318
+558
+0.5% +$37.3K 3.7% 6
2026
Q1 		$6.33M Sell
115,760
-785
-0.7% -$45K 3.33% 5
2025
Q4 		$5.98M Sell
116,545
-6,651
-5% -$318K 3.13% 5
2025
Q3 		$5.46M Buy
123,196
+4,487
+4% +$188K 2.78% 6
2025
Q2 		$4.8M Buy
118,709
+4,825
+4% +$179K 2.74% 6
2025
Q1 		$3.99M Buy
113,884
+4,008
+4% +$140K 2.51% 7
2024
Q4 		$3.59M Buy
109,876
+6,389
+6% +$221K 2.45% 8
2024
Q3 		$3.7M Buy
103,487
+5,080
+5% +$179K 2.64% 8
2024
Q2 		$3.48M Buy
98,407
+4,571
+5% +$157K 2.68% 7
2024
Q1 		$3.17M Buy
93,836
+2,225
+2% +$71.2K 2.45% 11
2023
Q4 		$3.01M Buy
91,611
+5,506
+6% +$166K 2.49% 10
2023
Q3 		$2.44M Buy
86,105
+2,168
+3% +$66.8K 2.22% 11
2023
Q2 		$2.63M Sell
83,937
-1,805
-2% -$54.7K 2.35% 10
2023
Q1 		$2.52M Buy
85,742
+1,020
+1% +$29.9K 2.39% 10
2022
Q4 		$2.34M Buy
84,722
+32,428
+62% +$888K 1.98% 11
2022
Q3 		$1.31M Buy
+52,294
New +$1.46M 1.17% 18

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

Smallwood Wealth Investment Management's FRDM Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.48% in Q2 2026, buying an estimated $37.3K and bringing the position to 116,318 shares worth $8.48M. The position accounts for 3.7% of the portfolio, ranked #6.

Smallwood Wealth Investment Management first reported a position in FRDM in Q3 2022 and has held it in 16 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Smallwood Wealth Investment Management held 116,318 shares of Freedom 100 Emerging Markets ETF worth $8.48M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 558 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $37.3K.
  • Freedom 100 Emerging Markets ETF made up 3.7% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #6 holding.
  • Smallwood Wealth Investment Management first reported a position in Freedom 100 Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.