FLMX β€” FRANKLIN FTSE MEXICO ETF

Ownership history in Marotta Asset Management  Β·  8 quarters on record

AI Ownership Summary

Marotta Asset Management reported FRANKLIN FTSE MEXICO ETF (FLMX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.37% in 2025 Q4. The latest visible filing shows FLMX at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marotta Asset Management's position in FRANKLIN FTSE MEXICO ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FLMX was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Marotta Asset Management held FLMX β€” position size vs. price
% of Fund (quarterly)    FLMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 58,309 +5,136 +9.7% 0.37% $2.0M 2026-02-14 (Est.) $39.79
2025 Q3 ADDED 53,173 +1,836 +3.6% 0.33% $1.7M 2025-10-16 $32.04
2025 Q2 REDUCED 51,337 -2,692 -5.0% 0.31% $1.5M 2025-07-02 $29.52
2025 Q1 REDUCED 54,029 -5,688 -9.5% 0.28% $1.4M 2025-04-02 $24.58
2024 Q4 ADDED 59,717 +5,688 +10.5% 0.29% $1.4M 2025-01-10 $22.13
2024 Q3 ADDED 54,029 +10,874 +25.2% 0.28% $1.4M 2024-10-03 $25.14
2024 Q2 ADDED 43,155 +31,243 +262.3% 0.25% $1.2M 2024-07-17 $27.89
2024 Q1 INITIATED 11,912 β€” β€” 0.08% $405K 2024-04-02 $31.62

FAQ About Marotta Asset Management and FLMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marotta Asset Management reported owning FLMX?

Marotta Asset Management reported FLMX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported FLMX position in Marotta Asset Management's portfolio?

The largest reported portfolio weight for FLMX was 0.37% in 2025 Q4.

What is the latest reported FLMX position on this page?

The most recent filing on this page is 2025 Q4, when Marotta Asset Management reported 58,309 shares, equal to 0.37% of portfolio, with an estimated market value of $2.0M.

What does the chart on this FLMX ownership page compare?

The chart compares Marotta Asset Management's quarterly FLMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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