KWB Wealth’s Franklin FTSE China ETF FLCH Stock Holding History

KWB Wealth’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 Q3	–	Sell	-15,987	Closed	-$341K	–	149
2025 Q2	$341K	Sell	15,987 -10,088	-39%	-$210K	0.04%	113
2025 Q1	$480K	Sell	26,075 -6,546	-20%	-$132K	0.06%	98
2024 Q4	$656K	Sell	32,621 -9,720	-23%	-$190K	0.08%	77
2024 Q3	$701K	Buy	42,341 +16,911	+67%	+$281K	0.09%	71
2024 Q2	$401K	Hold	25,430	–	–	0.06%	91
2024 Q1	$401K	Buy	+25,430	New	+$390K	0.05%	91

Other funds holding FLCH

Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

MMA Asset Management Conshohocken, Pennsylvania $284M AUM 17.22% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return