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Kiely Wealth Advisory Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$9.91K Hold
283
– – 0.01% 200
2024
Q3 		$9.84K Hold
283
– – 0.01% 200
2024
Q2 		$9.74K Hold
283
– – 0.01% 190
2024
Q1 		$9.94K Hold
283
– – 0.01% 171
2023
Q4 		$9.42K Buy
+283
New +$9.07K 0.01% 175

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q4 2024 at 283 shares worth $9.91K. The position accounts for 0.01% of the portfolio, ranked #200.

Kiely Wealth Advisory Group first reported a position in FNDF in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.94K in Q1 2024. 595 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

  • Kiely Wealth Advisory Group held 283 shares of Schwab Fundamental International Large Company Index ETF worth $9.91K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q4 2024.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #200 holding.
  • Kiely Wealth Advisory Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Schwab Fundamental International Large Company Index ETF position peaked at $9.94K in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

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