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Merriman Wealth Management’s Franklin FTSE China ETF FLCH Stock Holding History

Merriman Wealth Management’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
2023
Q2 		– Sell
-44,964
Closed -$884K – 209
2023
Q1 		$884K Buy
+44,964
New +$902K 0.05% 102

Other funds holding FLCH

GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merriman Wealth Management's FLCH Position: Q2 2023 in Review

Merriman Wealth Management sold out of Franklin FTSE China ETF (FLCH) in Q2 2023, closing a stake of 44,964 shares — an estimated $884K sold.

Merriman Wealth Management first reported a position in FLCH in Q1 2023 and held it in 1 quarter. The position peaked at $884K in Q1 2023. 25 funds tracked by Wall St. Rank hold FLCH as of Q2 2023.

  • Merriman Wealth Management reported no remaining Franklin FTSE China ETF position as of Q2 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 44,964 Franklin FTSE China ETF shares in Q2 2023, an estimated $884K.
  • Merriman Wealth Management first reported a position in Franklin FTSE China ETF in Q1 2023 and held it in 1 quarter.
  • Merriman Wealth Management's Franklin FTSE China ETF position peaked at $884K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q2 2023.

Based on Merriman Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.