KJWM
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Kiley Juergens Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Kiley Juergens Wealth Management’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
2026
Q1 		$652K Sell
13,334
-507
-4% -$24.8K 0.12% 121
2025
Q4 		$626K Hold
13,841
– – 0.14% 64
2025
Q3 		$595K Buy
13,841
+1,912
+16% +$79.5K 0.13% 65
2025
Q2 		$477K Buy
11,929
+243
+2% +$9.16K 0.11% 69
2025
Q1 		$422K Sell
11,686
-11
-0.1% -$388 0.11% 66
2024
Q4 		$388K Sell
11,697
-39
-0.3% -$1.38K 0.1% 68
2024
Q3 		$439K Sell
11,736
-295
-2% -$10.6K 0.11% 66
2024
Q2 		$421K Buy
12,031
+315
+3% +$11.2K 0.12% 68
2024
Q1 		$417K Buy
11,716
+115
+1% +$3.9K 0.13% 65
2023
Q4 		$391K Sell
11,601
-64
-0.5% -$2.05K 0.13% 61
2023
Q3 		$369K Buy
11,665
+79
+0.7% +$2.56K 0.13% 69
2023
Q2 		$374K Sell
11,586
-50
-0.4% -$1.6K 0.13% 70
2023
Q1 		$364K Sell
11,636
-300
-3% -$9.28K 0.14% 69
2022
Q4 		$347K Hold
11,936
– – 0.15% 67
2022
Q3 		$300K Sell
11,936
-770
-6% -$21.5K 0.14% 65
2022
Q2 		$359K Buy
12,706
+1,299
+11% +$39.8K 0.17% 66
2022
Q1 		$368K Sell
11,407
-1,869
-14% -$60.9K 0.18% 50
2021
Q4 		$432K Hold
13,276
– – 0.16% 66
2021
Q3 		$435K Sell
13,276
-1,140
-8% -$37.8K 0.19% 62
2021
Q2 		$479K Sell
14,416
-500
-3% -$16.8K 0.22% 59
2021
Q1 		$478K Buy
14,916
+366
+3% +$11.4K 0.25% 54
2020
Q4 		$426K Buy
14,550
+1,755
+14% +$47.5K 0.25% 45
2020
Q3 		$314K Buy
12,795
+681
+6% +$16.9K 0.23% 43
2020
Q2 		$287K Sell
12,114
-375
-3% -$8.46K 0.24% 44
2020
Q1 		$262K Buy
12,489
+100
+0.8% +$2.59K 0.27% 40
2019
Q4 		$358K Sell
12,389
-1,292
-9% -$36.8K 0.31% 39
2019
Q3 		$377K Buy
13,681
+1,275
+10% +$34.6K 0.41% 36
2019
Q2 		$345K Buy
12,406
+1,199
+11% +$33.2K 0.39% 38
2019
Q1 		$309K Hold
11,207
– – 0.38% 35
2018
Q4 		$282K Buy
11,207
+425
+4% +$11.7K 0.39% 36
2018
Q3 		$322K Buy
10,782
+3,432
+47% +$102K 0.24% 71
2018
Q2 		$217K Hold
7,350
– – 0.19% 76
2018
Q1 		$220K Hold
7,350
– – 0.24% 74
2017
Q4 		$223K Buy
+7,350
New +$222K 0.2% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiley Juergens Wealth Management's FNDF Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3.7% in Q1 2026, selling an estimated $24.8K and leaving 13,334 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #121.

Kiley Juergens Wealth Management first reported a position in FNDF in Q4 2017 and has held it in 34 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Kiley Juergens Wealth Management held 13,334 shares of Schwab Fundamental International Large Company Index ETF worth $652K as of Q1 2026.
  • Kiley Juergens Wealth Management sold 507 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $24.8K.
  • Schwab Fundamental International Large Company Index ETF made up 0.12% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2017 and has held it in 34 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.