TWM
FRDM icon

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

Tanglewood Wealth Management’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 		$58M Buy
795,880
+5,084
+0.6% +$340K 4.93% 6
2026
Q1 		$43.2M Sell
790,796
-333,363
-30% -$19.1M 3.58% 10
2025
Q4 		$57.6M Buy
1,124,159
+8,128
+0.7% +$388K 5.28% 6
2025
Q3 		$49.5M Buy
1,116,031
+8,259
+0.7% +$346K 4.6% 8
2025
Q2 		$44.8M Buy
1,107,772
+362,189
+49% +$13.5M 4.41% 8
2025
Q1 		$26.1M Buy
745,583
+167,839
+29% +$5.85M 2.94% 13
2024
Q4 		$18.9M Sell
577,744
-303,452
-34% -$10.5M 2.18% 14
2024
Q3 		$31.5M Buy
+881,196
New +$31M 3.63% 11
2024
Q1 		– Sell
-518,859
Closed -$17.1M – 34
2023
Q4 		$17.1M Buy
518,859
+120,889
+30% +$3.65M 2.09% 13
2023
Q3 		$11.3M Buy
+397,970
New +$12.3M 1.91% 12

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
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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Tanglewood Wealth Management's FRDM Position: Q2 2026 in Review

Tanglewood Wealth Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.64% in Q2 2026, buying an estimated $340K and bringing the position to 795,880 shares worth $58M. The position accounts for 4.93% of the portfolio, ranked #6.

Tanglewood Wealth Management first reported a position in FRDM in Q3 2023 and has held it in 10 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Tanglewood Wealth Management held 795,880 shares of Freedom 100 Emerging Markets ETF worth $58M as of Q2 2026.
  • Tanglewood Wealth Management bought 5,084 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $340K.
  • Freedom 100 Emerging Markets ETF made up 4.93% of Tanglewood Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Tanglewood Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and has held it in 10 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.