Millstone Evans Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Millstone Evans Group’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
2026 Q2	$487K	Sell	12,263 -8,669	-41%	-$351K	0.26%	65
2026 Q1	$801K	Buy	20,932 +17,629	+534%	+$680K	0.48%	39
2025 Q4	$119K	Buy	+3,303	New	+$121K	0.07%	210

Other funds holding FNDE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Millstone Evans Group's FNDE Position: Q2 2026 in Review

Millstone Evans Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 41% in Q2 2026, selling an estimated $351K and leaving 12,263 shares worth $487K. The position accounts for 0.26% of the portfolio, ranked #65.

Millstone Evans Group first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $801K in Q1 2026. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Millstone Evans Group held 12,263 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $487K as of Q2 2026.
Millstone Evans Group sold 8,669 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $351K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.26% of Millstone Evans Group's portfolio in Q2 2026, its #65 holding.
Millstone Evans Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
Millstone Evans Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $801K in Q1 2026.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.