KFS
FNDF icon

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

Kelly Financial Services’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
2022
Q2 		– Sell
-16
Closed -$525 – 696
2022
Q1 		$525 Sell
16
-103
-87% -$3.36K ﹤0.01% 605
2021
Q4 		$3.87K Buy
119
+103
+644% +$3.4K ﹤0.01% 475
2021
Q3 		$520 Sell
16
-511
-97% -$16.9K ﹤0.01% 598
2021
Q2 		$16K Buy
527
+511
+3,194% +$17.2K ﹤0.01% 562
2021
Q1 		$505 Hold
16
– – ﹤0.01% 582
2020
Q4 		$460 Buy
16
+1
+7% +$27 ﹤0.01% 545
2020
Q3 		$381 Hold
15
– – ﹤0.01% 526
2020
Q2 		$368 Hold
15
– – ﹤0.01% 545
2020
Q1 		$323 Hold
15
– – ﹤0.01% 516
2019
Q4 		$444 Hold
15
– – ﹤0.01% 507
2019
Q3 		$414 Buy
+15
New +$407 ﹤0.01% 493

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Victory Capital Management
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Bank of America
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BO
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SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return