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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Sell	54,503 -1,554	-3%	-$65.7K	0.01%	459
2025 Q4	$2.33M	Buy	+56,057	New	+$2.23M	0.01%	411
2025 Q2	$2.21M	Sell	58,282 -798	-1%	-$29.5K	0.01%	396
2025 Q1	$2.11M	Sell	59,080 -4,725	-7%	-$165K	0.02%	361
2024 Q4	$2.04M	Sell	63,805 -1,400	-2%	-$47.4K	0.02%	357
2024 Q3	$2.35M	Buy	+65,205	New	+$2.28M	0.02%	329

Other funds holding FLSW

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

EP Wealth Advisors reduced its Franklin FTSE Switzerland ETF (FLSW) stake by 2.8% in Q1 2026, selling an estimated $65.7K and leaving 54,503 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #459.

EP Wealth Advisors first reported a position in FLSW in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.35M in Q3 2024. 27 funds tracked by Wall St. Rank hold FLSW as of Q1 2026.

EP Wealth Advisors held 54,503 shares of Franklin FTSE Switzerland ETF worth $2.21M as of Q1 2026.
EP Wealth Advisors sold 1,554 Franklin FTSE Switzerland ETF shares in Q1 2026, an estimated $65.7K.
Franklin FTSE Switzerland ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #459 holding.
EP Wealth Advisors first reported a position in Franklin FTSE Switzerland ETF in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Franklin FTSE Switzerland ETF position peaked at $2.35M in Q3 2024.
27 funds tracked by Wall St. Rank held Franklin FTSE Switzerland ETF as of Q1 2026.

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