JP Morgan Private Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$498K	Buy	15,713 +2,899	+23%	+$94K	﹤0.01%	1246
2023 Q2	$414K	Buy	12,814 +155	+1%	+$4.96K	﹤0.01%	1111
2023 Q1	$396K	Buy	12,659 +408	+3%	+$12.6K	﹤0.01%	1563
2022 Q4	$356K	Buy	+12,251	New	+$344K	﹤0.01%	1599
2021 Q4	–	Sell	-10,078	Closed	-$331K	–	2010
2021 Q3	$331K	Buy	10,078 +1,746	+21%	+$57.9K	﹤0.01%	1662
2021 Q2	$277K	Buy	+8,332	New	+$280K	﹤0.01%	1699
2018 Q4	–	Sell	-89,858	Closed	-$2.69M	–	1505
2018 Q3	$2.69M	Buy	89,858 +77	+0.1%	+$2.29K	0.01%	564
2018 Q2	$2.65M	Buy	+89,781	New	+$2.73M	0.01%	538

Other funds holding FNDF

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Victory Capital Management

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

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

Bank of America

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

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return