LWM
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Liberty Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Liberty 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
2023
Q2 		– Sell
-118,190
Closed -$3.69M – 208
2023
Q1 		$3.69M Buy
+118,190
New +$3.66M 0.76% 33
2021
Q4 		– Sell
-282
Closed -$9K – 497
2021
Q3 		$9K Buy
+282
New +$9.35K ﹤0.01% 837
2020
Q3 		– Sell
-394
Closed -$9K – 891
2020
Q2 		$9K Buy
+394
New +$8.89K 0.01% 511

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CSIA
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AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return