Kiely Wealth Advisory Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$13.6K	Hold	452	–	–	0.01%	182
2024 Q3	$13.9K	Hold	452	–	–	0.01%	181
2024 Q2	$13.1K	Hold	452	–	–	0.01%	166
2024 Q1	$12.9K	Hold	452	–	–	0.01%	152
2023 Q4	$12.1K	Buy	+452	New	+$11.9K	0.01%	155

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kiely Wealth Advisory Group's FNDE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q4 2024 at 452 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #182.

Kiely Wealth Advisory Group first reported a position in FNDE in Q4 2023 and has held it in 5 quarters since. The position peaked at $13.9K in Q3 2024. 353 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

Kiely Wealth Advisory Group held 452 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $13.6K as of Q4 2024.
Kiely Wealth Advisory Group left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q4 2024.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #182 holding.
Kiely Wealth Advisory Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $13.9K in Q3 2024.
353 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.