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GeoWealth Management’s Franklin FTSE China ETF FLCH Stock Holding History

GeoWealth Management’s Portfolio FLCH Stock Details FLCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,266
Closed -$78.5K – 1311
2024
Q4 		$78.5K Sell
4,266
-1,594
-27% -$31.1K ﹤0.01% 1032
2024
Q3 		$118K Sell
5,860
-695
-11% -$11.6K ﹤0.01% 861
2024
Q2 		$109K Sell
6,555
-282
-4% -$4.78K ﹤0.01% 769
2024
Q1 		$108K Sell
6,837
-1,698
-20% -$26K ﹤0.01% 766
2023
Q4 		$137K Buy
8,535
+919
+12% +$15.2K 0.01% 549
2023
Q3 		$130K Buy
+7,616
New +$136K 0.01% 317

Other funds holding FLCH

FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.77B AUM 34.52% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

GeoWealth Management's FLCH Position: Q1 2025 in Review

GeoWealth Management sold out of Franklin FTSE China ETF (FLCH) in Q1 2025, closing a stake of 4,266 shares — an estimated $78.5K sold.

GeoWealth Management first reported a position in FLCH in Q3 2023 and held it in 6 quarters. The position peaked at $137K in Q4 2023. 39 funds tracked by Wall St. Rank hold FLCH as of Q1 2025.

  • GeoWealth Management reported no remaining Franklin FTSE China ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,266 Franklin FTSE China ETF shares in Q1 2025, an estimated $78.5K.
  • GeoWealth Management first reported a position in Franklin FTSE China ETF in Q3 2023 and held it in 6 quarters.
  • GeoWealth Management's Franklin FTSE China ETF position peaked at $137K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.