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Financial Advocates Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Financial Advocates Investment Management’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
2022
Q2 		– Sell
-11,825
Closed -$342K – 719
2022
Q1 		$342K Sell
11,825
-80
-0.7% -$2.44K 0.02% 540
2021
Q4 		$369K Buy
11,905
+263
+2% +$8.41K 0.02% 572
2021
Q3 		$375K Sell
11,642
-252
-2% -$8.02K 0.03% 552
2021
Q2 		$383K Sell
11,894
-279
-2% -$8.89K 0.03% 543
2021
Q1 		$374K Sell
12,173
-3,561
-23% -$107K 0.03% 547
2020
Q4 		$778K Buy
15,734
+3,230
+26% +$84.2K 0.05% 357
2020
Q3 		$297K Sell
12,504
-1,338
-10% -$33K 0.03% 477
2020
Q2 		$324K Buy
13,842
+41
+0.3% +$919 0.03% 450
2020
Q1 		$284K Buy
13,801
+139
+1% +$3.64K 0.04% 365
2019
Q4 		$408K Buy
13,662
+137
+1% +$3.94K 0.04% 352
2019
Q3 		$370K Buy
13,525
+411
+3% +$11.4K 0.04% 344
2019
Q2 		$377K Hold
13,114
– – 0.04% 336
2019
Q1 		$364K Sell
13,114
-143
-1% -$3.97K 0.05% 327
2018
Q4 		$342K Buy
13,257
+177
+1% +$4.79K 0.05% 311
2018
Q3 		$377K Hold
13,080
– – 0.04% 332
2018
Q2 		$358K Hold
13,080
– – 0.04% 332
2018
Q1 		$408K Sell
13,080
-2,785
-18% -$87.2K 0.05% 291
2017
Q4 		$471K Buy
+15,865
New +$465K 0.06% 264

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 $1.9T AUM 41.92% 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
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Financial Advocates Investment Management's FNDE Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2022, closing a stake of 11,825 shares — an estimated $342K sold.

Financial Advocates Investment Management first reported a position in FNDE in Q4 2017 and held it in 18 quarters. The position peaked at $778K in Q4 2020. 247 funds tracked by Wall St. Rank hold FNDE as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,825 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2022, an estimated $342K.
  • Financial Advocates Investment Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $778K in Q4 2020.
  • 247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.