William Howard & Co Financial Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

William Howard & Co Financial 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	$1.16M	Buy	15,885 +29	+0.2%	+$1.94K	0.9%	20
2026 Q1	$867K	Hold	15,856	–	–	0.75%	23
2025 Q4	$813K	Buy	15,856 +45	+0.3%	+$2.15K	0.69%	26
2025 Q3	$701K	Sell	15,811 -326	-2%	-$13.7K	0.6%	27
2025 Q2	$652K	Buy	16,137 +112	+0.7%	+$4.16K	0.57%	28
2025 Q1	$562K	Sell	16,025 -176	-1%	-$6.13K	0.53%	30
2024 Q4	$529K	Buy	16,201 +45	+0.3%	+$1.56K	0.48%	32
2024 Q3	$578K	Buy	16,156 +2,364	+17%	+$83.2K	0.49%	29
2024 Q2	$487K	Buy	13,792 +3,899	+39%	+$134K	0.45%	28
2024 Q1	$334K	Buy	+9,893	New	+$317K	0.31%	33

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

William Howard & Co Financial Advisors's FRDM Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.18% in Q2 2026, buying an estimated $1.94K and bringing the position to 15,885 shares worth $1.16M. The position accounts for 0.9% of the portfolio, ranked #20.

William Howard & Co Financial Advisors first reported a position in FRDM in Q1 2024 and has held it in 10 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

William Howard & Co Financial Advisors held 15,885 shares of Freedom 100 Emerging Markets ETF worth $1.16M as of Q2 2026.
William Howard & Co Financial Advisors bought 29 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $1.94K.
Freedom 100 Emerging Markets ETF made up 0.9% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #20 holding.
William Howard & Co Financial Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.