MFA Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

MFA Wealth 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
2026 Q2	$45.6M	Sell	864,797 -38,136	-4%	-$2M	7.78%	4
2026 Q1	$44.2M	Buy	902,933 +6,001	+0.7%	+$294K	8.69%	3
2025 Q4	$40.6M	Buy	896,932 +5,967	+0.7%	+$264K	8.57%	3
2025 Q3	$38.3M	Buy	890,965 +2,701	+0.3%	+$112K	8.36%	3
2025 Q2	$35.5M	Sell	888,264 -152,308	-15%	-$5.74M	8.34%	3
2025 Q1	$37.6M	Buy	1,040,572 +20,438	+2%	+$722K	9.31%	3
2024 Q4	$33.9M	Buy	1,020,134 +109,913	+12%	+$3.88M	8.67%	3
2024 Q3	$34M	Sell	910,221 -21,409	-2%	-$771K	7.44%	3
2024 Q2	$32.6M	Buy	931,630 +8,567	+0.9%	+$304K	7.13%	2
2024 Q1	$32.9M	Buy	923,063 +5,202	+0.6%	+$177K	8.64%	1
2023 Q4	$31M	Buy	917,861 +17,071	+2%	+$547K	8.71%	2
2023 Q3	$28.5M	Buy	900,790 +22,078	+3%	+$716K	8.86%	3
2023 Q2	$28.4M	Buy	878,712 +21,375	+2%	+$683K	8.93%	2
2023 Q1	$26.8M	Buy	857,337 +138,072	+19%	+$4.27M	8.83%	3
2022 Q4	$20.9M	Sell	719,265 -10,359	-1%	-$291K	7.57%	4
2022 Q3	$18.4M	Buy	729,624 +19,768	+3%	+$553K	6.8%	4
2022 Q2	$20.1M	Buy	709,856 +16,494	+2%	+$505K	7.34%	4
2022 Q1	$22.4M	Buy	693,362 +71,980	+12%	+$2.35M	7.13%	3
2021 Q4	$20.2M	Buy	621,382 +1,235	+0.2%	+$40.8K	8.55%	1
2021 Q3	$20.4M	Buy	620,147 +1,997	+0.3%	+$66.2K	9.35%	1
2021 Q2	$20.6M	Buy	618,150 +18,418	+3%	+$619K	9.29%	1
2021 Q1	$19.3M	Buy	+599,732	New	+$18.7M	9.34%	1

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

MFA Wealth Advisors's FNDF Position: Q2 2026 in Review

MFA Wealth Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 4.2% in Q2 2026, selling an estimated $2M and leaving 864,797 shares worth $45.6M. The position accounts for 7.78% of the portfolio, ranked #4.

MFA Wealth Advisors first reported a position in FNDF in Q1 2021 and has held it in 22 quarters since. 872 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

MFA Wealth Advisors held 864,797 shares of Schwab Fundamental International Large Company Index ETF worth $45.6M as of Q2 2026.
MFA Wealth Advisors sold 38,136 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $2M.
Schwab Fundamental International Large Company Index ETF made up 7.78% of MFA Wealth Advisors's portfolio in Q2 2026, its #4 holding.
MFA Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and has held it in 22 quarters since.
872 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.