Financial Engines Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Financial Engines Advisors’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
2020 Q1	–	Sell	-63,536	Closed	-$1.9M	–	152
2019 Q4	$1.9M	Sell	63,536 -854	-1%	-$24.6K	0.01%	79
2019 Q3	$1.76M	Sell	64,390 -1,493	-2%	-$41.4K	0.01%	77
2019 Q2	$1.89M	Sell	65,883 -3,603	-5%	-$101K	0.01%	73
2019 Q1	$1.93M	Buy	+69,486	New	+$1.93M	0.01%	72

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Financial Engines Advisors's FNDE Position: Q1 2020 in Review

Financial Engines Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2020, closing a stake of 63,536 shares — an estimated $1.9M sold.

Financial Engines Advisors first reported a position in FNDE in Q1 2019 and held it in 4 quarters. The position peaked at $1.93M in Q1 2019. 169 funds tracked by Wall St. Rank hold FNDE as of Q1 2020.

Financial Engines Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
Financial Engines Advisors sold 63,536 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2020, an estimated $1.9M.
Financial Engines Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and held it in 4 quarters.
Financial Engines Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.93M in Q1 2019.
169 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2020.

Based on Financial Engines Advisors's 13F filing for Q1 2020, filed 13 May 2020.