Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Franklin FTSE Mexico ETF FLMX Stock Holding History

Kovitz Investment Group Partners’s Portfolio FLMX Stock Details FLMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,843
Closed -$778K – 1268
2024
Q4 		$778K Sell
33,843
-392
-1% -$9.98K ﹤0.01% 779
2024
Q3 		$914K Sell
34,235
-53
-0.2% -$1.47K 0.01% 644
2024
Q2 		$966K Buy
34,288
+29
+0.1% +$920 0.01% 544
2024
Q1 		$1.17M Sell
34,259
-2,876
-8% -$93.6K 0.01% 384
2023
Q4 		$1.23M Sell
37,135
-428
-1% -$12.7K 0.02% 270
2023
Q3 		$1.08M Sell
37,563
-1,370
-4% -$41.9K 0.02% 274
2023
Q2 		$1.19M Sell
38,933
-5,750
-13% -$174K 0.02% 278
2023
Q1 		$1.31M Sell
44,683
-3,539
-7% -$99.5K 0.02% 264
2022
Q4 		$1.18M Sell
48,222
-10,281
-18% -$258K 0.02% 260
2022
Q3 		$1.29M Sell
58,503
-440
-0.7% -$10.2K 0.03% 246
2022
Q2 		$1.37M Sell
58,943
-997
-2% -$25K 0.03% 246
2022
Q1 		$1.65M Buy
59,940
+8,009
+15% +$200K 0.03% 243
2021
Q4 		$1.12M Sell
51,931
-7,018
-12% -$170K 0.03% 263
2021
Q3 		$1.43M Buy
58,949
+166
+0.3% +$4.07K 0.03% 267
2021
Q2 		$1.42M Buy
58,783
+2,902
+5% +$69K 0.03% 266
2021
Q1 		$1.24M Buy
55,881
+3,951
+8% +$85.7K 0.03% 259
2020
Q4 		$1.12M Sell
51,930
-256
-0.5% -$4.95K 0.03% 257
2020
Q3 		$865K Sell
52,186
-4,270
-8% -$70.3K 0.02% 270
2020
Q2 		$900K Sell
56,456
-639
-1% -$9.78K 0.03% 258
2020
Q1 		$813K Sell
57,095
-3,590
-6% -$75.2K 0.03% 262
2019
Q4 		$1.38M Sell
60,685
-560
-0.9% -$12.6K 0.04% 230
2019
Q3 		$1.33M Sell
61,245
-5,788
-9% -$123K 0.04% 232
2019
Q2 		$1.49M Sell
67,033
-2,281
-3% -$51.9K 0.05% 227
2019
Q1 		$1.52M Buy
+69,314
New +$1.54M 0.05% 221

Other funds holding FLMX

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's FLMX Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Franklin FTSE Mexico ETF (FLMX) in Q1 2025, closing a stake of 33,843 shares — an estimated $778K sold.

Kovitz Investment Group Partners first reported a position in FLMX in Q1 2019 and held it in 24 quarters. The position peaked at $1.65M in Q1 2022. 19 funds tracked by Wall St. Rank hold FLMX as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Franklin FTSE Mexico ETF position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 33,843 Franklin FTSE Mexico ETF shares in Q1 2025, an estimated $778K.
  • Kovitz Investment Group Partners first reported a position in Franklin FTSE Mexico ETF in Q1 2019 and held it in 24 quarters.
  • Kovitz Investment Group Partners's Franklin FTSE Mexico ETF position peaked at $1.65M in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Franklin FTSE Mexico ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.