WG
FRDM icon

Watchman Group’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Watchman Group’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 		$9.36M Sell
171,193
-15,138
-8% -$867K 2.26% 10
2025
Q4 		$9.55M Buy
186,331
+1,164
+0.6% +$55.6K 2.28% 10
2025
Q3 		$8.2M Sell
185,167
-5,200
-3% -$218K 1.99% 10
2025
Q2 		$7.69M Sell
190,367
-1,344
-0.7% -$50K 2.01% 11
2025
Q1 		$6.72M Sell
191,711
-8,271
-4% -$288K 1.88% 12
2024
Q4 		$6.54M Sell
199,982
-3,609
-2% -$125K 1.72% 14
2024
Q3 		$7.28M Buy
203,591
+4,230
+2% +$149K 1.9% 13
2024
Q2 		$7.04M Buy
199,361
+4,277
+2% +$147K 2.25% 7
2024
Q1 		$6.58M Buy
195,084
+12,606
+7% +$404K 1.99% 9
2023
Q4 		$6M Buy
182,478
+8,549
+5% +$258K 1.98% 9
2023
Q3 		$4.92M Buy
+173,929
New +$5.36M 2.09% 7

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return