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Arlington Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Arlington Financial 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
Q1 		– Sell
-317,440
Closed -$8.62M – 79
2023
Q4 		$8.62M Sell
317,440
-372,345
-54% -$9.77M 2.57% 11
2023
Q3 		$18.1M Buy
+689,785
New +$18.5M 6.41% 5

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Arlington Financial Advisors's FNDE Position: Q1 2024 in Review

Arlington Financial Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 317,440 shares — an estimated $8.62M sold.

Arlington Financial Advisors first reported a position in FNDE in Q3 2023 and held it in 2 quarters. The position peaked at $18.1M in Q3 2023. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

  • Arlington Financial Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Financial Advisors sold 317,440 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $8.62M.
  • Arlington Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and held it in 2 quarters.
  • Arlington Financial Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $18.1M in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Arlington Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.