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Institute for Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-133
Closed -$4K – 483
2019
Q4 		$4K Buy
+133
New +$3.83K ﹤0.01% 645

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Institute for Wealth Management's FNDE Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2020, closing a stake of 133 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in FNDE in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 169 funds tracked by Wall St. Rank hold FNDE as of Q1 2020.

  • Institute for Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 133 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2020, an estimated $4K.
  • Institute for Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $4K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.