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 Q2	$24.8M	Sell	637,105 -4,748	-0.7%	-$183K	0.09%	151
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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EP Wealth Advisors's FLEE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Franklin FTSE Europe ETF (FLEE) stake by 0.74% in Q2 2026, selling an estimated $183K and leaving 637,105 shares worth $24.8M. The position accounts for 0.09% of the portfolio, ranked #151.

EP Wealth Advisors first reported a position in FLEE in Q3 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold FLEE as of Q2 2026.

EP Wealth Advisors held 637,105 shares of Franklin FTSE Europe ETF worth $24.8M as of Q2 2026.
EP Wealth Advisors sold 4,748 Franklin FTSE Europe ETF shares in Q2 2026, an estimated $183K.
Franklin FTSE Europe ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #151 holding.
EP Wealth Advisors first reported a position in Franklin FTSE Europe ETF in Q3 2024 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Franklin FTSE Europe ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.