Global Wealth Strategies & Associates’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Global Wealth Strategies & Associates’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
2023 Q2	–	Sell	-252	Closed	-$6.57K	–	335
2023 Q1	$6.57K	Buy	252 +36	+17%	+$938	﹤0.01%	196
2022 Q4	$5.35K	Buy	+216	New	+$5.3K	﹤0.01%	202

Other funds holding FNDE

CSIA

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

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

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIS

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Global Wealth Strategies & Associates's FNDE Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 252 shares — an estimated $6.57K sold.

Global Wealth Strategies & Associates first reported a position in FNDE in Q4 2022 and held it in 2 quarters. The position peaked at $6.57K in Q1 2023. 286 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

Global Wealth Strategies & Associates reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Global Wealth Strategies & Associates sold 252 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $6.57K.
Global Wealth Strategies & Associates first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 2 quarters.
Global Wealth Strategies & Associates's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $6.57K in Q1 2023.
286 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.