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FRDM icon

TrueWealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

TrueWealth Advisors’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 		$10.6M Buy
144,903
+4,293
+3% +$287K 2.38% 11
2026
Q1 		$7.68M Sell
140,610
-82
-0.1% -$4.7K 1.93% 11
2025
Q4 		$7.21M Buy
140,692
+3,074
+2% +$147K 1.87% 10
2025
Q3 		$6.1M Buy
137,618
+8,889
+7% +$373K 1.65% 13
2025
Q2 		$5.2M Sell
128,729
-6,099
-5% -$227K 1.54% 14
2025
Q1 		$4.73M Buy
134,828
+910
+0.7% +$31.7K 1.55% 16
2024
Q4 		$4.38M Sell
133,918
-8,103
-6% -$281K 1.46% 15
2024
Q3 		$5.08M Buy
142,021
+3,246
+2% +$114K 1.7% 12
2024
Q2 		$4.9M Sell
138,775
-37,752
-21% -$1.3M 1.81% 10
2024
Q1 		$5.95M Buy
176,527
+8,151
+5% +$261K 2.3% 9
2023
Q4 		$5.54M Buy
168,376
+12,674
+8% +$382K 2.15% 11
2023
Q3 		$4.41M Buy
155,702
+13,998
+10% +$431K 1.86% 12
2023
Q2 		$4.44M Buy
141,704
+29,331
+26% +$889K 1.82% 14
2023
Q1 		$3.3M Buy
+112,373
New +$3.3M 1.39% 18

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

TrueWealth Advisors's FRDM Position: Q2 2026 in Review

TrueWealth Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 3.1% in Q2 2026, buying an estimated $287K and bringing the position to 144,903 shares worth $10.6M. The position accounts for 2.38% of the portfolio, ranked #11.

TrueWealth Advisors first reported a position in FRDM in Q1 2023 and has held it in 14 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • TrueWealth Advisors held 144,903 shares of Freedom 100 Emerging Markets ETF worth $10.6M as of Q2 2026.
  • TrueWealth Advisors bought 4,293 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $287K.
  • Freedom 100 Emerging Markets ETF made up 2.38% of TrueWealth Advisors's portfolio in Q2 2026, its #11 holding.
  • TrueWealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • 319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.