GKWIM
FNDC icon

Gerber Kawasaki Wealth & Investment Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FNDC Stock Details FNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13
Closed – – 566
2021
Q3 		$0 Buy
+13
New +$514 ﹤0.01% 1203

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FNDC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2021, closing a stake of 13 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in FNDC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 175 funds tracked by Wall St. Rank hold FNDC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 13 Schwab Fundamental International Small Company Index ETF shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab Fundamental International Small Company Index ETF position peaked at $0 in Q3 2021.
  • 175 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.