MassMutual Private Wealth & Trust’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q2	–	Sell	-190	Closed	-$4.95K	–	1947
2023 Q1	$4.95K	Hold	190	–	–	﹤0.01%	1154
2022 Q4	$5K	Buy	+190	New	+$4.66K	﹤0.01%	985

Other funds holding FNDE

CSIA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's FNDE Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 190 shares — an estimated $4.95K sold.

MassMutual Private Wealth & Trust first reported a position in FNDE in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q4 2022. 287 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

MassMutual Private Wealth & Trust reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 190 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $4.95K.
MassMutual Private Wealth & Trust first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $5K in Q4 2022.
287 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.