AWA
FNDE icon

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

Alaska 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
2024
Q2 		– Sell
-150
Closed -$4.16K – 119
2024
Q1 		$4.16K Buy
150
+5
+3% +$135 ﹤0.01% 104
2023
Q4 		$3.94K Buy
+145
New +$3.81K ﹤0.01% 107

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Alaska Wealth Advisors's FNDE Position: Q2 2024 in Review

Alaska Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2024, closing a stake of 150 shares — an estimated $4.16K sold.

Alaska Wealth Advisors first reported a position in FNDE in Q4 2023 and held it in 2 quarters. The position peaked at $4.16K in Q1 2024. 316 funds tracked by Wall St. Rank hold FNDE as of Q2 2024.

  • Alaska Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 150 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2024, an estimated $4.16K.
  • Alaska Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 2 quarters.
  • Alaska Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $4.16K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2024.

Based on Alaska Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.