Migdal Insurance & Financial Holdings’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q1	–	Sell	-1,980,000	Closed	-$59.1M	–	707
2019 Q4	$59.1M	Buy	+1,980,000	New	+$57M	1.14%	21
2019 Q2	–	Sell	-1,110,755	Closed	-$30.8M	–	740
2019 Q1	$30.8M	Buy	1,110,755 +58,397	+6%	+$1.62M	0.74%	31
2018 Q4	$27.2M	Buy	1,052,358 +1,449	+0.1%	+$39.3K	0.62%	33
2018 Q3	$30.3M	Hold	1,050,909	–	–	0.63%	38
2018 Q2	$29.1M	Buy	+1,050,909	New	+$31.3M	0.69%	32

Other funds holding FNDE

CSIA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FNDE Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2020, closing a stake of 1,980,000 shares — an estimated $59.1M sold.

Migdal Insurance & Financial Holdings first reported a position in FNDE in Q2 2018 and held it in 5 quarters. The position peaked at $59.1M in Q4 2019. 169 funds tracked by Wall St. Rank hold FNDE as of Q1 2020.

Migdal Insurance & Financial Holdings reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,980,000 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2020, an estimated $59.1M.
Migdal Insurance & Financial Holdings first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $59.1M in Q4 2019.
169 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.