SW
FRDM icon

SteelPeak Wealth’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

SteelPeak Wealth’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 		$2.01M Buy
27,389
+117
+0.4% +$7.82K 0.05% 232
2026
Q1 		$1.5M Sell
27,272
-390
-1% -$22.3K 0.05% 238
2025
Q4 		$1.42M Sell
27,662
-39
-0.1% -$1.86K 0.05% 248
2025
Q3 		$1.23M Buy
+27,701
New +$1.16M 0.04% 264

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

SteelPeak Wealth's FRDM Position: Q2 2026 in Review

SteelPeak Wealth increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.43% in Q2 2026, buying an estimated $7.82K and bringing the position to 27,389 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #232.

SteelPeak Wealth first reported a position in FRDM in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • SteelPeak Wealth held 27,389 shares of Freedom 100 Emerging Markets ETF worth $2.01M as of Q2 2026.
  • SteelPeak Wealth bought 117 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $7.82K.
  • Freedom 100 Emerging Markets ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #232 holding.
  • SteelPeak Wealth first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.