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McDonald Partners’s FPA Global Equity ETF FPAG Stock Holding History

McDonald Partners’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Hold
6,500
– – 0.06% 201
2026
Q1 		$236K Hold
6,500
– – 0.06% 202
2025
Q4 		$241K Hold
6,500
– – 0.08% 194
2025
Q3 		$233K Hold
6,500
– – 0.07% 211
2025
Q2 		$221K Buy
+6,500
New +$202K 0.05% 237
2024
Q4 		– Sell
-6,500
Closed -$201K – 243
2024
Q3 		$201K Buy
+6,500
New +$195K 0.05% 229

Other funds holding FPAG

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

McDonald Partners's FPAG Position: Q2 2026 in Review

McDonald Partners held its FPA Global Equity ETF (FPAG) position steady in Q2 2026 at 6,500 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #201.

McDonald Partners first reported a position in FPAG in Q3 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • McDonald Partners held 6,500 shares of FPA Global Equity ETF worth $261K as of Q2 2026.
  • McDonald Partners left its FPA Global Equity ETF share count unchanged in Q2 2026.
  • FPA Global Equity ETF made up 0.06% of McDonald Partners's portfolio in Q2 2026, its #201 holding.
  • McDonald Partners first reported a position in FPA Global Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.