Householder Group Estate & Retirement Specialist’s Franklin Sustainable International Equity ETF MCSE Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio MCSE Stock Details MCSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,540	Closed	-$162K	–	924
2024 Q3	$162K	Sell	10,540 -40	-0.4%	-$592	0.05%	282
2024 Q2	$156K	Buy	10,580 +463	+5%	+$6.98K	0.04%	277
2024 Q1	$159K	Buy	+10,117	New	+$152K	0.05%	273

Other funds holding MCSE

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MCSE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Franklin Sustainable International Equity ETF (MCSE) in Q4 2024, closing a stake of 10,540 shares — an estimated $162K sold.

Householder Group Estate & Retirement Specialist first reported a position in MCSE in Q1 2024 and held it in 3 quarters. The position peaked at $162K in Q3 2024. 6 funds tracked by Wall St. Rank hold MCSE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Franklin Sustainable International Equity ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 10,540 Franklin Sustainable International Equity ETF shares in Q4 2024, an estimated $162K.
Householder Group Estate & Retirement Specialist first reported a position in Franklin Sustainable International Equity ETF in Q1 2024 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Franklin Sustainable International Equity ETF position peaked at $162K in Q3 2024.
6 funds tracked by Wall St. Rank held Franklin Sustainable International Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.