MI
FLQM icon

Moneywise Inc’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Moneywise Inc’s Portfolio FLQM Stock Details FLQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$616K Sell
10,721
-9,466
-47% -$568K 0.59% 43
2026
Q2 		$1.17M Sell
20,187
-195
-1% -$11.1K 0.44% 45
2026
Q1 		$1.12M Sell
20,382
-4,569
-18% -$261K 0.49% 44
2025
Q4 		$1.4M Sell
24,951
-5,972
-19% -$335K 0.58% 37
2025
Q3 		$1.75M Sell
30,923
-229
-0.7% -$12.8K 0.79% 27
2025
Q2 		$1.69M Sell
31,152
-6,979
-18% -$367K 0.79% 30
2025
Q1 		$2.02M Sell
38,131
-1,032
-3% -$56.4K 1.07% 22
2024
Q4 		$2.13M Sell
39,163
-19,965
-34% -$1.12M 1.07% 21
2024
Q3 		$3.29M Sell
59,128
-37,033
-39% -$1.97M 1.62% 16
2024
Q2 		$4.93M Sell
96,161
-32,533
-25% -$1.67M 2.61% 14
2024
Q1 		$6.88M Sell
128,694
-94,589
-42% -$4.71M 3.74% 9
2023
Q4 		$10.7M Buy
223,283
+30,443
+16% +$1.35M 6.17% 6
2023
Q3 		$8.28M Buy
192,840
+47,185
+32% +$2.12M 5.2% 7
2023
Q2 		$6.54M Buy
145,655
+35,818
+33% +$1.55M 4.06% 8
2023
Q1 		$4.75M Buy
109,837
+45,051
+70% +$1.95M 3.07% 8
2022
Q4 		$2.69M Buy
+64,786
New +$2.67M 2.01% 12

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Moneywise Inc's FLQM Position: Q3 2026 in Review

Moneywise Inc reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 47% in Q3 2026, selling an estimated $568K and leaving 10,721 shares worth $616K. The position accounts for 0.59% of the portfolio, ranked #43.

Moneywise Inc first reported a position in FLQM in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.7M in Q4 2023. 150 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

  • Moneywise Inc held 10,721 shares of Franklin US Mid Cap Multifactor Index ETF worth $616K as of Q3 2026.
  • Moneywise Inc sold 9,466 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $568K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.59% of Moneywise Inc's portfolio in Q3 2026, its #43 holding.
  • Moneywise Inc first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Moneywise Inc's Franklin US Mid Cap Multifactor Index ETF position peaked at $10.7M in Q4 2023.
  • 150 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.