Elevation Wealth Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Elevation Wealth Partners’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
2026 Q2	$1.56M	Sell	29,484 -1,961	-6%	-$103K	0.47%	40
2026 Q1	$1.54M	Sell	31,445 -1,281	-4%	-$62.8K	0.55%	36
2025 Q4	$1.48M	Sell	32,726 -1,530	-4%	-$67.8K	0.52%	36
2025 Q3	$1.47M	Sell	34,256 -552	-2%	-$23K	0.53%	37
2025 Q2	$1.39M	Sell	34,808 -30	-0.1%	-$1.13K	0.55%	37
2025 Q1	$1.26M	Sell	34,838 -2,648	-7%	-$93.5K	0.54%	36
2024 Q4	$1.24M	Buy	37,486 +681	+2%	+$24K	0.53%	38
2024 Q3	$1.38M	Buy	36,805 +204	+0.6%	+$7.34K	0.59%	34
2024 Q2	$1.28M	Sell	36,601 -943	-3%	-$33.4K	0.61%	33
2024 Q1	$1.34M	Buy	37,544 +146	+0.4%	+$4.96K	0.67%	30
2023 Q4	$1.18M	Hold	37,398	–	–	0.71%	29
2023 Q3	$1.18M	Sell	37,398 -363	-1%	-$11.8K	1.02%	20
2023 Q2	$1.22M	Sell	37,761 -298	-0.8%	-$9.53K	1.03%	20
2023 Q1	$1.19M	Buy	+38,059	New	+$1.18M	1.09%	19

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Elevation Wealth Partners's FNDF Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 6.2% in Q2 2026, selling an estimated $103K and leaving 29,484 shares worth $1.56M. The position accounts for 0.47% of the portfolio, ranked #40.

Elevation Wealth Partners first reported a position in FNDF in Q1 2023 and has held it in 14 quarters since. 875 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Elevation Wealth Partners held 29,484 shares of Schwab Fundamental International Large Company Index ETF worth $1.56M as of Q2 2026.
Elevation Wealth Partners sold 1,961 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $103K.
Schwab Fundamental International Large Company Index ETF made up 0.47% of Elevation Wealth Partners's portfolio in Q2 2026, its #40 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
875 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.