Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Franklin FTSE China ETF FLCH Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-51,760
Closed -$1.35M – 755
2025
Q3 		$1.35M Sell
51,760
-1,522
-3% -$36K 0.01% 761
2025
Q2 		$1.16M Buy
53,282
+9,556
+22% +$199K ﹤0.01% 768
2025
Q1 		$934K Buy
43,726
+576
+1% +$11.6K ﹤0.01% 760
2024
Q4 		$794K Sell
43,150
-715
-2% -$14K ﹤0.01% 770
2024
Q3 		$882K Sell
43,865
-992
-2% -$16.5K 0.01% 648
2024
Q2 		$743K Buy
44,857
+84
+0.2% +$1.43K 0.01% 600
2024
Q1 		$707K Sell
44,773
-3,412
-7% -$52.3K 0.01% 457
2023
Q4 		$773K Sell
48,185
-672
-1% -$11.1K 0.01% 304
2023
Q3 		$835K Sell
48,857
-1,369
-3% -$24.4K 0.02% 298
2023
Q2 		$884K Buy
50,226
+3,520
+8% +$65K 0.01% 304
2023
Q1 		$918K Sell
46,706
-3,590
-7% -$72K 0.02% 301
2022
Q4 		$940K Sell
50,296
-2,735
-5% -$47K 0.02% 281
2022
Q3 		$896K Sell
53,031
-2,237
-4% -$43.8K 0.02% 277
2022
Q2 		$1.22M Sell
55,268
-401
-0.7% -$8.18K 0.03% 261
2022
Q1 		$1.17M Buy
55,669
+11,825
+27% +$276K 0.02% 282
2021
Q4 		$1.4M Sell
43,844
-9,334
-18% -$248K 0.03% 240
2021
Q3 		$1.42M Buy
53,178
+8,480
+19% +$241K 0.03% 268
2021
Q2 		$1.45M Buy
44,698
+1,107
+3% +$35.4K 0.03% 263
2021
Q1 		$1.4M Sell
43,591
-253
-0.6% -$8.73K 0.03% 246
2020
Q4 		$1.4M Buy
43,844
+149
+0.3% +$4.63K 0.03% 234
2020
Q3 		$1.27M Sell
43,695
-3,622
-8% -$104K 0.04% 239
2020
Q2 		$1.21M Sell
47,317
-616
-1% -$14.7K 0.04% 235
2020
Q1 		$1.06M Buy
47,933
+12,954
+37% +$310K 0.04% 233
2019
Q4 		$864K Sell
34,979
-17,323
-33% -$402K 0.03% 278
2019
Q3 		$1.14M Sell
52,302
-4,539
-8% -$102K 0.04% 247
2019
Q2 		$1.31M Sell
56,841
-1,512
-3% -$35.3K 0.04% 241
2019
Q1 		$1.41M Buy
+58,353
New +$1.34M 0.04% 233

Other funds holding FLCH

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Kovitz Investment Group Partners's FLCH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Franklin FTSE China ETF (FLCH) in Q4 2025, closing a stake of 51,760 shares — an estimated $1.35M sold.

Kovitz Investment Group Partners first reported a position in FLCH in Q1 2019 and held it in 27 quarters. The position peaked at $1.45M in Q2 2021. 59 funds tracked by Wall St. Rank hold FLCH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Franklin FTSE China ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 51,760 Franklin FTSE China ETF shares in Q4 2025, an estimated $1.35M.
  • Kovitz Investment Group Partners first reported a position in Franklin FTSE China ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Franklin FTSE China ETF position peaked at $1.45M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.