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Uniting Wealth Partners’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Uniting Wealth Partners’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 		$3.96M Buy
54,009
+726
+1% +$48.5K 0.8% 35
2026
Q1 		$2.92M Buy
+53,283
New +$3.05M 0.62% 40

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

Uniting Wealth Partners's FRDM Position: Q2 2026 in Review

Uniting Wealth Partners increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.4% in Q2 2026, buying an estimated $48.5K and bringing the position to 54,009 shares worth $3.96M. The position accounts for 0.8% of the portfolio, ranked #35.

Uniting Wealth Partners first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Uniting Wealth Partners held 54,009 shares of Freedom 100 Emerging Markets ETF worth $3.96M as of Q2 2026.
  • Uniting Wealth Partners bought 726 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $48.5K.
  • Freedom 100 Emerging Markets ETF made up 0.8% of Uniting Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Uniting Wealth Partners first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.