Stokes Family Office’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Stokes Family Office’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	$6.65M	Sell	91,263 -55,320	-38%	-$3.7M	0.78%	37
2026 Q1	$8.01M	Sell	146,583 -71,311	-33%	-$4.08M	0.83%	35
2025 Q4	$11.2M	Sell	217,894 -964	-0.4%	-$46.1K	1.02%	25
2025 Q3	$9.7M	Sell	218,858 -7,993	-4%	-$335K	0.92%	34
2025 Q2	$9.16M	Sell	226,851 -869	-0.4%	-$32.3K	0.96%	31
2025 Q1	$7.98M	Buy	227,720 +2,388	+1%	+$83.2K	0.9%	27
2024 Q4	$7.36M	Buy	225,332 +4,175	+2%	+$145K	0.79%	29
2024 Q3	$7.91M	Buy	221,157 +9,454	+4%	+$333K	0.87%	26
2024 Q2	$7.48M	Buy	211,703 +14,207	+7%	+$488K	0.88%	26
2024 Q1	$6.66M	Buy	197,496 +22,869	+13%	+$732K	0.83%	28
2023 Q4	$5.75M	Buy	174,627 +12,718	+8%	+$384K	0.78%	29
2023 Q3	$4.58M	Buy	161,909 +28,545	+21%	+$880K	0.54%	43
2023 Q2	$4.18M	Buy	133,364 +24,719	+23%	+$750K	0.48%	45
2023 Q1	$3.19M	Buy	+108,645	New	+$3.19M	0.4%	56

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

Stokes Family Office's FRDM Position: Q2 2026 in Review

Stokes Family Office reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 38% in Q2 2026, selling an estimated $3.7M and leaving 91,263 shares worth $6.65M. The position accounts for 0.78% of the portfolio, ranked #37.

Stokes Family Office first reported a position in FRDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.2M in Q4 2025. 320 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Stokes Family Office held 91,263 shares of Freedom 100 Emerging Markets ETF worth $6.65M as of Q2 2026.
Stokes Family Office sold 55,320 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $3.7M.
Freedom 100 Emerging Markets ETF made up 0.78% of Stokes Family Office's portfolio in Q2 2026, its #37 holding.
Stokes Family Office first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
Stokes Family Office's Freedom 100 Emerging Markets ETF position peaked at $11.2M in Q4 2025.
320 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.