SC
FRDM icon

Stephens Consulting’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-187,682
Closed -$7.58M – 688
2025
Q2 		$7.58M Buy
187,682
+23,415
+14% +$870K 1.8% 11
2025
Q1 		$5.76M Buy
164,267
+55,092
+50% +$1.92M 1.44% 14
2024
Q4 		$3.57M Buy
109,175
+18,066
+20% +$626K 0.89% 18
2024
Q3 		$3.26M Buy
91,109
+6,037
+7% +$213K 0.83% 19
2024
Q2 		$3M Buy
85,072
+6,015
+8% +$207K 0.85% 17
2024
Q1 		$2.67M Sell
79,057
-1,552
-2% -$49.7K 0.82% 17
2023
Q4 		$2.65M Buy
80,609
+5,958
+8% +$180K 0.9% 17
2023
Q3 		$2.11M Buy
74,651
+10,508
+16% +$324K 0.86% 16
2023
Q2 		$2.01M Buy
64,143
+10,171
+19% +$308K 0.8% 18
2023
Q1 		$1.59M Buy
53,972
+29,708
+122% +$872K 0.96% 21
2022
Q4 		$669K Buy
24,264
+8,457
+54% +$232K 0.44% 36
2022
Q3 		$395K Buy
15,807
+2,759
+21% +$77.1K 0.35% 41
2022
Q2 		$360K Buy
13,048
+2,257
+21% +$69.6K 0.29% 42
2022
Q1 		$369K Buy
10,791
+2,386
+28% +$79.7K 0.3% 48
2021
Q4 		$278K Buy
+8,405
New +$279K 0.23% 72

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Coyle Financial Counsel
Coyle Financial Counsel Glenview, Illinois $543M AUM 17.97% 1-Year Est. Return

Stephens Consulting's FRDM Position: Q3 2025 in Review

Stephens Consulting sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2025, closing a stake of 187,682 shares — an estimated $7.58M sold.

Stephens Consulting first reported a position in FRDM in Q4 2021 and held it in 15 quarters. The position peaked at $7.58M in Q2 2025. 187 funds tracked by Wall St. Rank hold FRDM as of Q3 2025.

  • Stephens Consulting reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 187,682 Freedom 100 Emerging Markets ETF shares in Q3 2025, an estimated $7.58M.
  • Stephens Consulting first reported a position in Freedom 100 Emerging Markets ETF in Q4 2021 and held it in 15 quarters.
  • Stephens Consulting's Freedom 100 Emerging Markets ETF position peaked at $7.58M in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.