Impact Partnership Wealth’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Impact Partnership Wealth’s Portfolio FNDF Stock Details FNDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40	Closed	-$1.27K	–	926
2023 Q3	$1.27K	Hold	40	–	–	﹤0.01%	873
2023 Q2	$1.29K	Buy	+40	New	+$1.28K	﹤0.01%	754

Other funds holding FNDF

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2023, closing a stake of 40 shares — an estimated $1.27K sold.

Impact Partnership Wealth first reported a position in FNDF in Q2 2023 and held it in 2 quarters. The position peaked at $1.29K in Q2 2023. 500 funds tracked by Wall St. Rank hold FNDF as of Q4 2023.

Impact Partnership Wealth reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 40 Schwab Fundamental International Large Company Index ETF shares in Q4 2023, an estimated $1.27K.
Impact Partnership Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $1.29K in Q2 2023.
500 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2023.

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