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 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 $3.23B 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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Tanglewood Wealth Management's FRDM Position: Q1 2026 in Review

Tanglewood Wealth Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 30% in Q1 2026, selling an estimated $19.1M and leaving 790,796 shares worth $43.2M. The position accounts for 3.58% of the portfolio, ranked #10.

Tanglewood Wealth Management first reported a position in FRDM in Q3 2023 and has held it in 9 quarters since. The position peaked at $57.6M in Q4 2025. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

Tanglewood Wealth Management held 790,796 shares of Freedom 100 Emerging Markets ETF worth $43.2M as of Q1 2026.
Tanglewood Wealth Management sold 333,363 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $19.1M.
Freedom 100 Emerging Markets ETF made up 3.58% of Tanglewood Wealth Management's portfolio in Q1 2026, its #10 holding.
Tanglewood Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and has held it in 9 quarters since.
Tanglewood Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $57.6M in Q4 2025.
279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on Tanglewood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.