CWM
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Congress Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Congress Wealth Management’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 		$20M Buy
498,693
+193,819
+64% +$7.31M 0.19% 126
2025
Q1 		$11M Buy
+304,874
New +$10.8M 0.13% 184
2023
Q4 		– Sell
-10,418
Closed -$330K – 630
2023
Q3 		$330K Buy
10,418
+100
+1% +$3.24K 0.01% 511
2023
Q2 		$333K Hold
10,318
– – 0.01% 473
2023
Q1 		$323K Hold
10,318
– – 0.01% 478
2022
Q4 		$300K Buy
10,318
+1,378
+15% +$38.7K 0.01% 479
2022
Q3 		$225K Hold
8,940
– – 0.01% 510
2022
Q2 		$253K Sell
8,940
-324
-3% -$9.92K 0.01% 502
2022
Q1 		$298K Sell
9,264
-216
-2% -$7.04K 0.01% 517
2021
Q4 		$308K Buy
+9,480
New +$313K 0.01% 531

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Ameriprise
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