IEQ Capital’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

IEQ Capital’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
2026 Q2	$940K	Sell	23,687 -508	-2%	-$20.5K	﹤0.01%	1122
2026 Q1	$926K	Buy	24,195 +8,715	+56%	+$336K	﹤0.01%	1078
2025 Q4	$558K	Buy	+15,480	New	+$565K	﹤0.01%	1280
2024 Q3	–	Sell	-8,206	Closed	-$243K	–	1172
2024 Q2	$243K	Hold	8,206	–	–	﹤0.01%	858
2024 Q1	$228K	Hold	8,206	–	–	﹤0.01%	849
2023 Q4	$223K	Sell	8,206 -89	-1%	-$2.34K	﹤0.01%	813
2023 Q3	$217K	Buy	+8,295	New	+$223K	﹤0.01%	817

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IEQ Capital's FNDE Position: Q2 2026 in Review

IEQ Capital reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.1% in Q2 2026, selling an estimated $20.5K and leaving 23,687 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

IEQ Capital first reported a position in FNDE in Q3 2023 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

IEQ Capital held 23,687 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $940K as of Q2 2026.
IEQ Capital sold 508 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $20.5K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1122 holding.
IEQ Capital first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and has held it in 7 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.