KSWA
FEOE

Kathleen S. Wright Associates’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Kathleen S. Wright Associates’s Portfolio FEOE Stock Details FEOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$66.4K Buy
1,440
+440
+44% +$19.2K 0.02% 138
2025
Q2 		$42.1K Buy
+1,000
New +$40.3K 0.02% 157

Other funds holding FEOE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Kathleen S. Wright Associates's FEOE Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its First Eagle Overseas Equity ETF (FEOE) stake by 44% in Q3 2025, buying an estimated $19.2K and bringing the position to 1,440 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #138.

Kathleen S. Wright Associates first reported a position in FEOE in Q2 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold FEOE as of Q3 2025.

  • Kathleen S. Wright Associates held 1,440 shares of First Eagle Overseas Equity ETF worth $66.4K as of Q3 2025.
  • Kathleen S. Wright Associates bought 440 First Eagle Overseas Equity ETF shares in Q3 2025, an estimated $19.2K.
  • First Eagle Overseas Equity ETF made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #138 holding.
  • Kathleen S. Wright Associates first reported a position in First Eagle Overseas Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held First Eagle Overseas Equity ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.