Martel Wealth Advisors’s Franklin FTSE Europe ETF FLEE Stock Holding History

Martel Wealth Advisors’s Portfolio FLEE Stock Details FLEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,438	Closed	-$226K	–	71
2024 Q3	$226K	Sell	7,438 -1,000	-12%	-$29.9K	0.05%	49
2024 Q2	$245K	Hold	8,438	–	–	0.05%	46
2024 Q1	$251K	Sell	8,438 -2,000	-19%	-$56.9K	0.05%	47
2023 Q4	$294K	Hold	10,438	–	–	0.07%	39
2023 Q3	$266K	Hold	10,438	–	–	0.07%	42
2023 Q2	$281K	Hold	10,438	–	–	0.07%	42
2023 Q1	$277K	Buy	+10,438	New	+$270K	0.07%	40

Other funds holding FLEE

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Martel Wealth Advisors's FLEE Position: Q4 2024 in Review

Martel Wealth Advisors sold out of Franklin FTSE Europe ETF (FLEE) in Q4 2024, closing a stake of 7,438 shares — an estimated $226K sold.

Martel Wealth Advisors first reported a position in FLEE in Q1 2023 and held it in 7 quarters. The position peaked at $294K in Q4 2023. 19 funds tracked by Wall St. Rank hold FLEE as of Q4 2024.

Martel Wealth Advisors reported no remaining Franklin FTSE Europe ETF position as of Q4 2024 after selling out during the quarter.
Martel Wealth Advisors sold 7,438 Franklin FTSE Europe ETF shares in Q4 2024, an estimated $226K.
Martel Wealth Advisors first reported a position in Franklin FTSE Europe ETF in Q1 2023 and held it in 7 quarters.
Martel Wealth Advisors's Franklin FTSE Europe ETF position peaked at $294K in Q4 2023.
19 funds tracked by Wall St. Rank held Franklin FTSE Europe ETF as of Q4 2024.

Based on Martel Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.