KFS
Kaizen Financial Strategies’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
42,779
-2,654
| -6% | -$87.6K | 0.72% | 26 |
|
|
2025
Q1 | $1.4M | Sell |
45,433
-130
| -0.3% | -$4K | 0.81% | 27 |
|
|
2024
Q4 | $1.32M | Buy |
45,563
+1,349
| +3% | +$39.2K | 0.75% | 26 |
|
|
2024
Q3 | $1.43M | Sell |
44,214
-524
| -1% | -$16.9K | 0.83% | 23 |
|
|
2024
Q2 | $1.3M | Buy |
44,738
+605
| +1% | +$17.6K | 0.81% | 23 |
|
|
2024
Q1 | $1.23M | Buy |
44,133
+993
| +2% | +$27.6K | 0.83% | 24 |
|
|
2023
Q4 | $1.17M | Buy |
43,140
+738
| +2% | +$20K | 0.89% | 24 |
|
|
2023
Q3 | $1.11M | Buy |
+42,402
| New | +$1.11M | 0.94% | 23 |
|