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Merriman Wealth Management’s Franklin FTSE Brazil ETF FLBR Stock Holding History

Merriman Wealth Management’s Portfolio FLBR Stock Details FLBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-44,285
Closed -$928K – 203
2023
Q4 		$928K Sell
44,285
-480
-1% -$9.29K 0.05% 95
2023
Q3 		$823K Sell
44,765
-666
-1% -$12.7K 0.04% 93
2023
Q2 		$878K Buy
+45,431
New +$831K 0.04% 115

Other funds holding FLBR

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.77B AUM 34.52% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Merriman Wealth Management's FLBR Position: Q1 2024 in Review

Merriman Wealth Management sold out of Franklin FTSE Brazil ETF (FLBR) in Q1 2024, closing a stake of 44,285 shares — an estimated $928K sold.

Merriman Wealth Management first reported a position in FLBR in Q2 2023 and held it in 3 quarters. The position peaked at $928K in Q4 2023. 37 funds tracked by Wall St. Rank hold FLBR as of Q1 2024.

  • Merriman Wealth Management reported no remaining Franklin FTSE Brazil ETF position as of Q1 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 44,285 Franklin FTSE Brazil ETF shares in Q1 2024, an estimated $928K.
  • Merriman Wealth Management first reported a position in Franklin FTSE Brazil ETF in Q2 2023 and held it in 3 quarters.
  • Merriman Wealth Management's Franklin FTSE Brazil ETF position peaked at $928K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Franklin FTSE Brazil ETF as of Q1 2024.

Based on Merriman Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.