Impact Partnership Wealth’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-19	Closed	-$611	–	924
2023 Q3	$611	Hold	19	–	–	﹤0.01%	924
2023 Q2	$631	Buy	+19	New	+$635	﹤0.01%	842

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EWA

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GIA

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CGL

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MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Impact Partnership Wealth's FNDC Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2023, closing a stake of 19 shares — an estimated $611 sold.

Impact Partnership Wealth first reported a position in FNDC in Q2 2023 and held it in 2 quarters. The position peaked at $631 in Q2 2023. 218 funds tracked by Wall St. Rank hold FNDC as of Q4 2023.

Impact Partnership Wealth reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 19 Schwab Fundamental International Small Company Index ETF shares in Q4 2023, an estimated $611.
Impact Partnership Wealth first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's Schwab Fundamental International Small Company Index ETF position peaked at $631 in Q2 2023.
218 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.