MWM
MBE Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+5,600
| New | +$224K | 0.1% | 121 |
|
|
2025
Q1 | – | Sell |
-11,604
| Closed | -$385K | – | 124 |
|
|
2024
Q4 | $385K | Sell |
11,604
-5,152
| -31% | -$171K | 0.22% | 57 |
|
|
2024
Q3 | $626K | Buy |
16,756
+658
| +4% | +$24.6K | 0.35% | 41 |
|
|
2024
Q2 | $564K | Buy |
16,098
+2,950
| +22% | +$103K | 0.34% | 39 |
|
|
2024
Q1 | $468K | Buy |
13,148
+5,170
| +65% | +$184K | 0.29% | 52 |
|
|
2023
Q4 | $269K | Buy |
+7,978
| New | +$269K | 0.14% | 67 |
|