MI
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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
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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moneywise Inc's FLQM Position: Q2 2026 in Review

Moneywise Inc reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.96% in Q2 2026, selling an estimated $11.1K and leaving 20,187 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #45.

Moneywise Inc first reported a position in FLQM in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.7M in Q4 2023. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Moneywise Inc held 20,187 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.17M as of Q2 2026.
  • Moneywise Inc sold 195 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $11.1K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.44% of Moneywise Inc's portfolio in Q2 2026, its #45 holding.
  • Moneywise Inc first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Moneywise Inc's Franklin US Mid Cap Multifactor Index ETF position peaked at $10.7M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.