EFS
Essex Financial Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
19,087
-651
| -3% | -$35.4K | 0.07% | 243 |
|
|
2025
Q1 | $1.05M | Buy |
19,738
+2,954
| +18% | +$157K | 0.08% | 221 |
|
|
2024
Q4 | $912K | Buy |
16,784
+587
| +4% | +$31.9K | 0.06% | 253 |
|
|
2024
Q3 | $895K | Buy |
16,197
+442
| +3% | +$24.4K | 0.06% | 265 |
|
|
2024
Q2 | $823K | Buy |
15,755
+527
| +3% | +$27.5K | 0.06% | 277 |
|
|
2024
Q1 | $814K | Buy |
15,228
+2,612
| +21% | +$140K | 0.08% | 235 |
|
|
2023
Q4 | $607K | Buy |
+12,616
| New | +$607K | 0.06% | 268 |
|