AWA
FNDE icon

Acorn Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Acorn Wealth Advisors’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,979
Closed -$54K – 225
2018
Q2 		$54K Buy
1,979
+433
+28% +$12.9K 0.05% 263
2018
Q1 		$48K Buy
1,546
+92
+6% +$2.88K 0.04% 277
2017
Q4 		$45K Buy
+1,454
New +$42.6K 0.04% 270

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's FNDE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2018, closing a stake of 1,979 shares — an estimated $54K sold.

Acorn Wealth Advisors first reported a position in FNDE in Q4 2017 and held it in 3 quarters. The position peaked at $54K in Q2 2018. 118 funds tracked by Wall St. Rank hold FNDE as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,979 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2018, an estimated $54K.
  • Acorn Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $54K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.