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IBEX Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-536
Closed -$17K – 271
2021
Q3 		$17K Buy
+536
New +$17.1K ﹤0.01% 326
2019
Q3 		– Sell
-450
Closed -$12K – 178
2019
Q2 		$12K Buy
+450
New +$12.6K ﹤0.01% 312

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 $156B AUM 27.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IBEX Wealth Advisors's FNDE Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2021, closing a stake of 536 shares — an estimated $17K sold.

IBEX Wealth Advisors first reported a position in FNDE in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 257 funds tracked by Wall St. Rank hold FNDE as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 536 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2021, an estimated $17K.
  • IBEX Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $17K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.