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

Stifel Financial’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	$2.28M	Buy	31,250 +19,771	+172%	+$1.32M	﹤0.01%	1981
2026 Q1	$627K	Buy	+11,479	New	+$658K	﹤0.01%	2724
2023 Q4	–	Sell	-72,509	Closed	-$2.05M	–	3358
2023 Q3	$2.05M	Sell	72,509 -899	-1%	-$27.7K	﹤0.01%	1581
2023 Q2	$2.3M	Buy	73,408 +1,784	+2%	+$54.1K	﹤0.01%	1533
2023 Q1	$2.11M	Buy	71,624 +46,157	+181%	+$1.35M	﹤0.01%	1535
2022 Q4	$702K	Buy	+25,467	New	+$698K	﹤0.01%	2269

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's FRDM Position: Q2 2026 in Review

Stifel Financial increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 172% in Q2 2026, buying an estimated $1.32M and bringing the position to 31,250 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Stifel Financial first reported a position in FRDM in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.3M in Q2 2023. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Stifel Financial held 31,250 shares of Freedom 100 Emerging Markets ETF worth $2.28M as of Q2 2026.
Stifel Financial bought 19,771 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $1.32M.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1981 holding.
Stifel Financial first reported a position in Freedom 100 Emerging Markets ETF in Q4 2022 and has held it in 6 quarters since.
Stifel Financial's Freedom 100 Emerging Markets ETF position peaked at $2.3M in Q2 2023.
319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.