WWA
FRDM icon

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

WCG Wealth 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 		$14.4M Sell
197,396
-51,554
-21% -$3.44M 0.34% 76
2026
Q1 		$13.6M Sell
248,950
-8,289
-3% -$475K 0.38% 72
2025
Q4 		$13.2M Buy
257,239
+187,180
+267% +$8.94M 0.37% 71
2025
Q3 		$3.1M Sell
70,059
-104,331
-60% -$4.38M 0.19% 114
2025
Q2 		$7.05M Sell
174,390
-48,622
-22% -$1.81M 0.46% 69
2025
Q1 		$7.82M Sell
223,012
-9,921
-4% -$346K 0.59% 51
2024
Q4 		$7.61M Buy
232,933
+5,159
+2% +$179K 0.5% 64
2024
Q3 		$8.15M Buy
227,774
+3,949
+2% +$139K 0.55% 50
2024
Q2 		$7.91M Buy
223,825
+27,849
+14% +$957K 0.59% 51
2024
Q1 		$6.61M Buy
195,976
+7,728
+4% +$247K 0.55% 56
2023
Q4 		$6.19M Sell
188,248
-9,833
-5% -$297K 0.46% 61
2023
Q3 		$6.08M Sell
198,081
-2,397
-1% -$73.9K 0.45% 61
2023
Q2 		$6.27M Buy
200,478
+1,240
+0.6% +$37.6K 0.73% 41
2023
Q1 		$5.86M Buy
199,238
+3,601
+2% +$106K 0.75% 40
2022
Q4 		$5.39M Buy
195,637
+5,859
+3% +$161K 0.74% 38
2022
Q3 		$4.91M Buy
189,778
+8,002
+4% +$224K 0.65% 38
2022
Q2 		$5.01M Buy
+181,776
New +$5.6M 0.7% 35

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

WCG Wealth Advisors's FRDM Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 21% in Q2 2026, selling an estimated $3.44M and leaving 197,396 shares worth $14.4M. The position accounts for 0.34% of the portfolio, ranked #76.

WCG Wealth Advisors first reported a position in FRDM in Q2 2022 and has held it in 17 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • WCG Wealth Advisors held 197,396 shares of Freedom 100 Emerging Markets ETF worth $14.4M as of Q2 2026.
  • WCG Wealth Advisors sold 51,554 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $3.44M.
  • Freedom 100 Emerging Markets ETF made up 0.34% of WCG Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • WCG Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.