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Millstone Evans Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Millstone Evans Group’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 		$616K Sell
11,677
-720
-6% -$37.8K 0.33% 52
2026
Q1 		$607K Buy
12,397
+5,207
+72% +$255K 0.36% 57
2025
Q4 		$325K Buy
+7,190
New +$318K 0.19% 91

Other funds holding FNDF

Wealth Enhancement Advisory Services
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

Millstone Evans Group reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 5.8% in Q2 2026, selling an estimated $37.8K and leaving 11,677 shares worth $616K. The position accounts for 0.33% of the portfolio, ranked #52.

Millstone Evans Group first reported a position in FNDF in Q4 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Millstone Evans Group held 11,677 shares of Schwab Fundamental International Large Company Index ETF worth $616K as of Q2 2026.
  • Millstone Evans Group sold 720 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $37.8K.
  • Schwab Fundamental International Large Company Index ETF made up 0.33% of Millstone Evans Group's portfolio in Q2 2026, its #52 holding.
  • Millstone Evans Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

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