EFG
Ethos Financial Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
44,833
+10,340
| +30% | +$414K | 0.15% | 128 |
|
|
2025
Q1 | $1.15M | Hold |
34,493
| – | – | 0.11% | 150 |
|
|
2024
Q4 | $1.15M | Sell |
34,493
-243,123
| -88% | -$8.07M | 0.15% | 98 |
|
|
2024
Q3 | $10.4M | Buy |
277,616
+6,132
| +2% | +$229K | 1.71% | 15 |
|
|
2024
Q2 | $9.6M | Buy |
271,484
+4,701
| +2% | +$166K | 1.69% | 16 |
|
|
2024
Q1 | $9.5M | Buy |
266,783
+6,448
| +2% | +$230K | 1.8% | 12 |
|
|
2023
Q4 | $8.78M | Buy |
260,335
+13,218
| +5% | +$446K | 1.87% | 12 |
|
|
2023
Q3 | $7.83M | Buy |
247,117
+15,311
| +7% | +$485K | 2.02% | 17 |
|
|
2023
Q2 | $7.25M | Hold |
231,806
| – | – | 2.45% | 13 |
|
|
2023
Q1 | $7.25M | Buy |
+231,806
| New | +$7.25M | 2.26% | 14 |
|