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

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-883	Closed	-$27K	–	844
2021 Q4	$27K	Buy	883 +820	+1,302%	+$26.2K	﹤0.01%	347
2021 Q3	$2K	Buy	+63	New	+$2.01K	﹤0.01%	626
2021 Q1	–	Sell	-9	Closed	–	–	710
2020 Q4	$0	Hold	9	–	–	﹤0.01%	633
2020 Q3	$0	Hold	9	–	–	﹤0.01%	599
2020 Q2	$0	Hold	9	–	–	﹤0.01%	666
2020 Q1	$0	Hold	9	–	–	﹤0.01%	831
2019 Q4	$0	Hold	9	–	–	﹤0.01%	757
2019 Q3	$0	Buy	+9	New	+$249	﹤0.01%	628

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Lenox Wealth Advisors's FNDE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2022, closing a stake of 883 shares — an estimated $27K sold.

Lenox Wealth Advisors first reported a position in FNDE in Q3 2019 and held it in 8 quarters. The position peaked at $27K in Q4 2021. 259 funds tracked by Wall St. Rank hold FNDE as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 883 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2022, an estimated $27K.
Lenox Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $27K in Q4 2021.
259 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.