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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 $1.71B AUM 21.77% 1-Year Est. Return
CWM
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return