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Bordeaux Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Bordeaux Wealth Advisors’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,775
Closed -$245K – 166
2025
Q1 		$245K Buy
+6,775
New +$239K 0.05% 135

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RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bordeaux Wealth Advisors's FNDF Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2025, closing a stake of 6,775 shares — an estimated $245K sold.

Bordeaux Wealth Advisors first reported a position in FNDF in Q1 2025 and held it in 1 quarter. The position peaked at $245K in Q1 2025. 661 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

  • Bordeaux Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 6,775 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $245K.
  • Bordeaux Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2025 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $245K in Q1 2025.
  • 661 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.