Montag & Associates’s Franklin FTSE Europe ETF FLEE Stock Holding History

Montag & Associates’s Portfolio FLEE Stock Details FLEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$56.3K	Buy	+1,486	New	+$58.3K	﹤0.01%	589

Other funds holding FLEE

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Montag & Associates's FLEE Position: Q3 2026 in Review

Montag & Associates opened a new position in Franklin FTSE Europe ETF (FLEE) in Q3 2026: 1,486 shares worth $56.3K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

5 funds tracked by Wall St. Rank hold FLEE as of Q3 2026.

Montag & Associates held 1,486 shares of Franklin FTSE Europe ETF worth $56.3K as of Q3 2026.
Franklin FTSE Europe ETF was a new Montag & Associates position in Q3 2026.
Franklin FTSE Europe ETF made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #589 holding.
5 funds tracked by Wall St. Rank held Franklin FTSE Europe ETF as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.