EP Wealth Advisors’s Franklin FTSE Switzerland ETF FLSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Sell	58,282 -798	-1%	-$30.3K	0.01%	396
2025 Q1	$2.11M	Sell	59,080 -4,725	-7%	-$169K	0.02%	361
2024 Q4	$2.04M	Sell	63,805 -1,400	-2%	-$44.7K	0.02%	357
2024 Q3	$2.35M	Buy	+65,205	New	+$2.35M	0.02%	329