WWM
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Western Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Western Wealth Management’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 		$723K Sell
9,922
-403
-4% -$26.9K 0.02% 572
2026
Q1 		$564K Buy
10,325
+370
+4% +$21.2K 0.02% 608
2025
Q4 		$510K Buy
+9,955
New +$476K 0.02% 512

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

Western Wealth Management's FRDM Position: Q2 2026 in Review

Western Wealth Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 3.9% in Q2 2026, selling an estimated $26.9K and leaving 9,922 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #572.

Western Wealth Management first reported a position in FRDM in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Western Wealth Management held 9,922 shares of Freedom 100 Emerging Markets ETF worth $723K as of Q2 2026.
  • Western Wealth Management sold 403 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $26.9K.
  • Freedom 100 Emerging Markets ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Western Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

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