Kingswood Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
12,010
+949
+9% +$31.3K 0.03% 484
2025
Q1
$341K Buy
11,061
+29
+0.3% +$893 0.03% 499
2024
Q4
$320K Buy
+11,032
New +$320K 0.02% 584