Belpointe Asset Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-2,118	Closed	-$55.2K	–	1549
2023 Q1	$55.2K	Buy	2,118 +1	+0%	+$26	﹤0.01%	1644
2022 Q4	$52.5K	Buy	+2,117	New	+$51.9K	﹤0.01%	1580
2022 Q2	–	Sell	-4,417	Closed	-$128K	–	1180
2022 Q1	$128K	Buy	4,417 +200	+5%	+$6.1K	0.01%	1102
2021 Q4	$131K	Hold	4,217	–	–	0.01%	1081
2021 Q3	$136K	Hold	4,217	–	–	0.01%	1025
2021 Q2	$136K	Hold	4,217	–	–	0.01%	995
2021 Q1	$130K	Buy	+4,217	New	+$127K	0.01%	903

Other funds holding FNDE

CSIA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Belpointe Asset Management's FNDE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 2,118 shares — an estimated $55.2K sold.

Belpointe Asset Management first reported a position in FNDE in Q1 2021 and held it in 7 quarters. The position peaked at $136K in Q3 2021. 287 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

Belpointe Asset Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,118 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $55.2K.
Belpointe Asset Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2021 and held it in 7 quarters.
Belpointe Asset Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $136K in Q3 2021.
287 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.