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

Yardley 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	$17.7M	Sell	242,657 -32,860	-12%	-$2.2M	8.04%	3
2026 Q1	$15.1M	Sell	275,517 -28,997	-10%	-$1.66M	7.72%	4
2025 Q4	$15.6M	Sell	304,514 -23,144	-7%	-$1.11M	8.3%	3
2025 Q3	$14.5M	Sell	327,658 -32,367	-9%	-$1.36M	8.11%	3
2025 Q2	$14.5M	Sell	360,025 -6,007	-2%	-$223K	7.95%	3
2025 Q1	$12.8M	Sell	366,032 -51,641	-12%	-$1.8M	7.56%	4
2024 Q4	$13.8M	Buy	417,673 +73,645	+21%	+$2.55M	6.72%	4
2024 Q3	$12.3M	Buy	+344,028	New	+$12.1M	7.3%	3

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

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

Yardley Wealth Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 12% in Q2 2026, selling an estimated $2.2M and leaving 242,657 shares worth $17.7M. The position accounts for 8.04% of the portfolio, ranked #3.

Yardley Wealth Management first reported a position in FRDM in Q3 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Yardley Wealth Management held 242,657 shares of Freedom 100 Emerging Markets ETF worth $17.7M as of Q2 2026.
Yardley Wealth Management sold 32,860 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $2.2M.
Freedom 100 Emerging Markets ETF made up 8.04% of Yardley Wealth Management's portfolio in Q2 2026, its #3 holding.
Yardley Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
319 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.