IF
FNDF icon

Ironwood Financial’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-370
Closed -$12K – 265
2021
Q3 		$12K Buy
370
+75
+25% +$2.49K ﹤0.01% 347
2021
Q2 		$10K Buy
+295
New +$9.91K ﹤0.01% 362
2015
Q3 		$7K Buy
+313
New +$8.06K ﹤0.01% 232

Other funds holding FNDF

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 $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Ironwood Financial's FNDF Position: Q4 2021 in Review

Ironwood Financial sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2021, closing a stake of 370 shares — an estimated $12K sold.

Ironwood Financial first reported a position in FNDF in Q3 2015 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 368 funds tracked by Wall St. Rank hold FNDF as of Q4 2021.

  • Ironwood Financial reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 370 Schwab Fundamental International Large Company Index ETF shares in Q4 2021, an estimated $12K.
  • Ironwood Financial first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2015 and held it in 3 quarters.
  • Ironwood Financial's Schwab Fundamental International Large Company Index ETF position peaked at $12K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.