EW
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Evoke Wealth’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Evoke Wealth’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-75
Closed -$2K – 1192
2021
Q1 		$2K Buy
+75
New +$2.25K ﹤0.01% 1028

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evoke Wealth's FNDE Position: Q2 2021 in Review

Evoke Wealth sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2021, closing a stake of 75 shares — an estimated $2K sold.

Evoke Wealth first reported a position in FNDE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 225 funds tracked by Wall St. Rank hold FNDE as of Q2 2021.

  • Evoke Wealth reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2021 after selling out during the quarter.
  • Evoke Wealth sold 75 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2021, an estimated $2K.
  • Evoke Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2021 and held it in 1 quarter.
  • Evoke Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.