MFA
MCSE

McClarren Financial Advisors’s Franklin Sustainable International Equity ETF MCSE Stock Holding History

McClarren Financial Advisors’s Portfolio MCSE Stock Details MCSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,422
Closed -$35K – 400
2023
Q4 		$35K Buy
2,422
+14
+0.6% +$186 0.03% 189
2023
Q3 		$29K Hold
2,408
– – 0.03% 181
2023
Q2 		$35K Buy
+2,408
New +$35K 0.03% 179

Other funds holding MCSE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's MCSE Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Franklin Sustainable International Equity ETF (MCSE) in Q1 2024, closing a stake of 2,422 shares — an estimated $35K sold.

McClarren Financial Advisors first reported a position in MCSE in Q2 2023 and held it in 3 quarters. The position peaked at $35K in Q4 2023. 10 funds tracked by Wall St. Rank hold MCSE as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Franklin Sustainable International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 2,422 Franklin Sustainable International Equity ETF shares in Q1 2024, an estimated $35K.
  • McClarren Financial Advisors first reported a position in Franklin Sustainable International Equity ETF in Q2 2023 and held it in 3 quarters.
  • McClarren Financial Advisors's Franklin Sustainable International Equity ETF position peaked at $35K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Franklin Sustainable International Equity ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.