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McClarren Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

McClarren Financial Advisors’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
2024
Q1 		– Sell
-1,454
Closed -$49K – 374
2023
Q4 		$49K Buy
1,454
+34
+2% +$1.09K 0.04% 159
2023
Q3 		$44K Hold
1,420
– – 0.04% 153
2023
Q2 		$45K Buy
1,420
+17
+1% +$544 0.04% 158
2023
Q1 		$43K Hold
1,403
– – 0.04% 152
2022
Q4 		$40K Buy
1,403
+29
+2% +$814 0.04% 164
2022
Q3 		$34K Buy
+1,374
New +$38.4K 0.03% 163
2022
Q2 		– Sell
-1,360
Closed -$43K – 107
2022
Q1 		$43K Hold
1,360
– – 0.03% 135
2021
Q4 		$45K Buy
1,360
+36
+3% +$1.19K 0.03% 148
2021
Q3 		$43K Hold
1,324
– – 0.03% 126
2021
Q2 		$44K Buy
+1,324
New +$44.5K 0.04% 128

Other funds holding FNDF

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RFC
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AOI
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return