LYV
FNDE icon

Live Your Vision’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Live Your Vision’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
2019
Q1 		$86K Sell
2,995
-5,968
-67% -$166K 0.03% 101
2018
Q4 		$242K Buy
8,963
+7,518
+520% +$204K 0.08% 64
2018
Q3 		$42K Buy
+1,445
New +$40.6K 0.01% 124
2017
Q2 		– Sell
-219
Closed -$6K – 306
2017
Q1 		$6K Sell
219
-50
-19% -$1.3K ﹤0.01% 220
2016
Q4 		$6K Buy
+269
New +$6.46K ﹤0.01% 209

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Live Your Vision's FNDE Position: Q1 2019 in Review

Live Your Vision reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 67% in Q1 2019, selling an estimated $166K and leaving 2,995 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #101.

Live Your Vision first reported a position in FNDE in Q4 2016 and has held it in 5 quarters since. The position peaked at $242K in Q4 2018. 146 funds tracked by Wall St. Rank hold FNDE as of Q1 2019.

  • Live Your Vision held 2,995 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $86K as of Q1 2019.
  • Live Your Vision sold 5,968 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2019, an estimated $166K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.03% of Live Your Vision's portfolio in Q1 2019, its #101 holding.
  • Live Your Vision first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2016 and has held it in 5 quarters since.
  • Live Your Vision's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $242K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.