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

Beaumont 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
2020 Q4	–	Sell	-50,513	Closed	-$1.2M	–	342
2020 Q3	$1.2M	Sell	50,513 -181,826	-78%	-$4.48M	0.11%	127
2020 Q2	$5.44M	Buy	232,339 +56,766	+32%	+$1.27M	0.57%	54
2020 Q1	$3.61M	Sell	175,573 -59,212	-25%	-$1.55M	0.46%	49
2019 Q4	$7.01M	Buy	234,785 +151,432	+182%	+$4.36M	0.69%	48
2019 Q3	$2.28M	Buy	+83,353	New	+$2.31M	0.23%	87

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's FNDE Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2020, closing a stake of 50,513 shares — an estimated $1.2M sold.

Beaumont Financial Advisors first reported a position in FNDE in Q3 2019 and held it in 5 quarters. The position peaked at $7.01M in Q4 2019. 187 funds tracked by Wall St. Rank hold FNDE as of Q4 2020.

Beaumont Financial Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 50,513 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2020, an estimated $1.2M.
Beaumont Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2019 and held it in 5 quarters.
Beaumont Financial Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $7.01M in Q4 2019.
187 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.