Moisand Fitzgerald Tamayo’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q1	–	Sell	-132	Closed	-$4.45K	–	606
2023 Q4	$4.45K	Buy	+132	New	+$4.23K	﹤0.01%	441
2021 Q1	–	Sell	-644	Closed	-$19K	–	370
2020 Q4	$19K	Buy	+644	New	+$17.4K	0.01%	176

Other funds holding FNDF

CSIA

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FNDF Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2024, closing a stake of 132 shares — an estimated $4.45K sold.

Moisand Fitzgerald Tamayo first reported a position in FNDF in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2020. 522 funds tracked by Wall St. Rank hold FNDF as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 132 Schwab Fundamental International Large Company Index ETF shares in Q1 2024, an estimated $4.45K.
Moisand Fitzgerald Tamayo first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2020 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's Schwab Fundamental International Large Company Index ETF position peaked at $19K in Q4 2020.
522 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.