EP Wealth Advisors’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

EP Wealth Advisors’s Portfolio FLGB Stock Details FLGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.07M	Sell	172,019 -7,356	-4%	-$263K	0.02%	343
2026 Q1	$6.24M	Sell	179,375 -4,450	-2%	-$157K	0.03%	273
2025 Q4	$6.2M	Buy	+183,825	New	+$6.05M	0.03%	248
2025 Q2	$5.85M	Sell	191,011 -352	-0.2%	-$10.4K	0.04%	243
2025 Q1	$5.48M	Sell	191,363 -12,891	-6%	-$359K	0.04%	212
2024 Q4	$5.35M	Sell	204,254 -6,452	-3%	-$177K	0.04%	209
2024 Q3	$6.02M	Buy	+210,706	New	+$5.8M	0.05%	201

Other funds holding FLGB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

EP Wealth Advisors reduced its Franklin FTSE United Kingdom ETF (FLGB) stake by 4.1% in Q2 2026, selling an estimated $263K and leaving 172,019 shares worth $6.07M. The position accounts for 0.02% of the portfolio, ranked #343.

EP Wealth Advisors first reported a position in FLGB in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.24M in Q1 2026. 102 funds tracked by Wall St. Rank hold FLGB as of Q2 2026.

EP Wealth Advisors held 172,019 shares of Franklin FTSE United Kingdom ETF worth $6.07M as of Q2 2026.
EP Wealth Advisors sold 7,356 Franklin FTSE United Kingdom ETF shares in Q2 2026, an estimated $263K.
Franklin FTSE United Kingdom ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #343 holding.
EP Wealth Advisors first reported a position in Franklin FTSE United Kingdom ETF in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Franklin FTSE United Kingdom ETF position peaked at $6.24M in Q1 2026.
102 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q2 2026.

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