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Morningstar Investment Services’s Franklin FTSE China ETF FLCH Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-33,480
Closed -$666K – 225
2024
Q3 		$666K Buy
33,480
+896
+3% +$14.9K 0.01% 249
2024
Q2 		$539K Sell
32,584
-610
-2% -$10.3K 0.01% 240
2024
Q1 		$519K Sell
33,194
-33,494
-50% -$513K 0.01% 227
2023
Q4 		$1.07M Buy
66,688
+33,837
+103% +$560K 0.01% 225
2023
Q3 		$556K Buy
32,851
+1,813
+6% +$32.4K 0.01% 203
2023
Q2 		$544K Buy
31,038
+2,187
+8% +$40.4K 0.01% 190
2023
Q1 		$568K Buy
28,851
+2,597
+10% +$52.1K 0.01% 181
2022
Q4 		$521K Sell
26,254
-1,706
-6% -$29.3K 0.01% 179
2022
Q3 		$417K Buy
27,960
+1,948
+7% +$38.2K 0.01% 177
2022
Q2 		$575K Buy
26,012
+5,956
+30% +$121K 0.01% 177
2022
Q1 		$436K Buy
20,056
+7,369
+58% +$172K ﹤0.01% 197
2021
Q4 		$315K Buy
+12,687
New +$337K ﹤0.01% 206

Other funds holding FLCH

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morningstar Investment Services's FLCH Position: Q4 2024 in Review

Morningstar Investment Services sold out of Franklin FTSE China ETF (FLCH) in Q4 2024, closing a stake of 33,480 shares — an estimated $666K sold.

Morningstar Investment Services first reported a position in FLCH in Q4 2021 and held it in 12 quarters. The position peaked at $1.07M in Q4 2023. 43 funds tracked by Wall St. Rank hold FLCH as of Q4 2024.

  • Morningstar Investment Services reported no remaining Franklin FTSE China ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 33,480 Franklin FTSE China ETF shares in Q4 2024, an estimated $666K.
  • Morningstar Investment Services first reported a position in Franklin FTSE China ETF in Q4 2021 and held it in 12 quarters.
  • Morningstar Investment Services's Franklin FTSE China ETF position peaked at $1.07M in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.