EWA
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EP Wealth Advisors’s Franklin FTSE Europe ETF FLEE Stock Holding History

EP Wealth Advisors’s Portfolio FLEE Stock Details FLEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3M Sell
641,853
-15,232
-2% -$574K 0.11% 122
2025
Q4 		$24M Buy
+657,085
New +$23.4M 0.12% 115
2025
Q2 		$22.7M Buy
677,812
+13,839
+2% +$449K 0.15% 115
2025
Q1 		$20.5M Sell
663,973
-46,373
-7% -$1.4M 0.16% 106
2024
Q4 		$19.7M Sell
710,346
-10,296
-1% -$300K 0.16% 103
2024
Q3 		$22.3M Buy
+720,642
New +$21.5M 0.19% 99

Other funds holding FLEE

TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's FLEE Position: Q1 2026 in Review

EP Wealth Advisors reduced its Franklin FTSE Europe ETF (FLEE) stake by 2.3% in Q1 2026, selling an estimated $574K and leaving 641,853 shares worth $23.3M. The position accounts for 0.11% of the portfolio, ranked #122.

EP Wealth Advisors first reported a position in FLEE in Q3 2024 and has held it in 6 quarters since. The position peaked at $24M in Q4 2025. 24 funds tracked by Wall St. Rank hold FLEE as of Q1 2026.

  • EP Wealth Advisors held 641,853 shares of Franklin FTSE Europe ETF worth $23.3M as of Q1 2026.
  • EP Wealth Advisors sold 15,232 Franklin FTSE Europe ETF shares in Q1 2026, an estimated $574K.
  • Franklin FTSE Europe ETF made up 0.11% of EP Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • EP Wealth Advisors first reported a position in Franklin FTSE Europe ETF in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Franklin FTSE Europe ETF position peaked at $24M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Franklin FTSE Europe ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.