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 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 $3.23B AUM 15.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Stifel Financial's FRDM Position: Q1 2026 in Review

Stifel Financial opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q1 2026: 11,479 shares worth $627K. The stake represents ﹤0.01% of the portfolio and ranks #2724 among its holdings. This is a return to the name: Stifel Financial previously reported a position in FRDM as recently as Q3 2023.

Stifel Financial first reported a position in FRDM in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.3M in Q2 2023. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

Stifel Financial held 11,479 shares of Freedom 100 Emerging Markets ETF worth $627K as of Q1 2026.
Freedom 100 Emerging Markets ETF was a new Stifel Financial position in Q1 2026.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2724 holding.
Stifel Financial first reported a position in Freedom 100 Emerging Markets ETF in Q4 2022 and has held it in 5 quarters since.
Stifel Financial's Freedom 100 Emerging Markets ETF position peaked at $2.3M in Q2 2023.
279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.