HHGA
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Halbert Hargrove Global Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-33
Closed -$1.02K – 440
2025
Q1 		$1.02K Buy
+33
New +$997 ﹤0.01% 445

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Halbert Hargrove Global Advisors's FNDE Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2025, closing a stake of 33 shares — an estimated $1.02K sold.

Halbert Hargrove Global Advisors first reported a position in FNDE in Q1 2025 and held it in 1 quarter. The position peaked at $1.02K in Q1 2025. 379 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 33 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $1.02K.
  • Halbert Hargrove Global Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.02K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.