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

EverSource 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
2026 Q2	$568K	Sell	10,769 -1,402	-12%	-$73.7K	0.02%	523
2026 Q1	$596K	Buy	12,171 +1,552	+15%	+$76K	0.02%	533
2025 Q4	$480K	Sell	10,619 -210	-2%	-$9.3K	0.02%	556
2025 Q3	$465K	Hold	10,829	–	–	0.02%	528
2025 Q2	$433K	Sell	10,829 -839	-7%	-$31.6K	0.02%	513
2025 Q1	$422K	Sell	11,668 -1,279	-10%	-$45.2K	0.02%	426
2024 Q4	$430K	Buy	12,947 +366	+3%	+$12.9K	0.02%	406
2024 Q3	$470K	Sell	12,581 -3,007	-19%	-$108K	0.03%	341
2024 Q2	$564K	Sell	15,588 -1,189	-7%	-$42.2K	0.04%	289
2024 Q1	$583K	Buy	16,777 +16,372	+4,042%	+$556K	0.05%	245
2023 Q4	$13.7K	Buy	405 +198	+96%	+$6.35K	﹤0.01%	1418
2023 Q3	$6.56K	Buy	+207	New	+$6.71K	﹤0.01%	1583

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

EverSource Wealth Advisors's FNDF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 12% in Q2 2026, selling an estimated $73.7K and leaving 10,769 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #523.

EverSource Wealth Advisors first reported a position in FNDF in Q3 2023 and has held it in 12 quarters since. The position peaked at $596K in Q1 2026. 870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

EverSource Wealth Advisors held 10,769 shares of Schwab Fundamental International Large Company Index ETF worth $568K as of Q2 2026.
EverSource Wealth Advisors sold 1,402 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $73.7K.
Schwab Fundamental International Large Company Index ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #523 holding.
EverSource Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $596K in Q1 2026.
870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.