Milestone Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Hold |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $421K | Buy |
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