TA
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

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return