Mogy Joel R Investment Counsel’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Mogy Joel R Investment Counsel’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	$1.79K	Hold	34	–	–	﹤0.01%	121
2026 Q1	$1.66K	Hold	34	–	–	﹤0.01%	114
2025 Q4	$1.54K	Sell	34 -620	-95%	-$27.5K	﹤0.01%	115
2025 Q3	$28.1K	Sell	654 -175	-21%	-$7.28K	﹤0.01%	115
2025 Q2	$33.2K	Buy	+829	New	+$31.3K	﹤0.01%	115

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Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return