MWP
Moller Wealth Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
375,874
+15,460
| +4% | +$510K | 2.74% | 15 |
|
|
2025
Q1 | $11.1M | Buy |
360,414
+32,145
| +10% | +$990K | 2.74% | 15 |
|
|
2024
Q4 | $9.54M | Sell |
328,269
-4,993
| -1% | -$145K | 2.51% | 15 |
|
|
2024
Q3 | $10.8M | Buy |
333,262
+480
| +0.1% | +$15.5K | 2.69% | 15 |
|
|
2024
Q2 | $9.84M | Sell |
332,782
-2,344
| -0.7% | -$69.3K | 2.63% | 15 |
|
|
2024
Q1 | $9.3M | Buy |
335,126
+4,998
| +2% | +$139K | 2.52% | 15 |
|
|
2023
Q4 | $8.96M | Buy |
330,128
+18,869
| +6% | +$512K | 2.53% | 15 |
|
|
2023
Q3 | $8.16M | Buy |
311,259
+6,448
| +2% | +$169K | 2.59% | 15 |
|
|
2023
Q2 | $8.16M | Sell |
304,811
-5,739
| -2% | -$154K | 2.49% | 16 |
|
|
2023
Q1 | $8.09M | Buy |
310,550
+6,997
| +2% | +$182K | 2.5% | 16 |
|
|
2022
Q4 | $7.52M | Buy |
303,553
+37,235
| +14% | +$923K | 2.42% | 17 |
|
|
2022
Q3 | $6.24M | Sell |
266,318
-443
| -0.2% | -$10.4K | 2.25% | 16 |
|
|
2022
Q2 | $6.92M | Buy |
266,761
+14,273
| +6% | +$370K | 2.35% | 17 |
|
|
2022
Q1 | $7.31M | Buy |
252,488
+19,603
| +8% | +$568K | 2.27% | 17 |
|
|
2021
Q4 | $7.22M | Buy |
232,885
+22,974
| +11% | +$712K | 2.3% | 17 |
|
|
2021
Q3 | $6.77M | Buy |
209,911
+5,054
| +2% | +$163K | 2.24% | 17 |
|
|
2021
Q2 | $6.61M | Buy |
204,857
+5,313
| +3% | +$171K | 2.17% | 18 |
|
|
2021
Q1 | $6.14M | Buy |
199,544
+28,710
| +17% | +$883K | 2.14% | 18 |
|
|
2020
Q4 | $4.83M | Buy |
170,834
+10,567
| +7% | +$299K | 2% | 19 |
|
|
2020
Q3 | $3.8M | Sell |
160,267
-4,752
| -3% | -$113K | 1.7% | 20 |
|
|
2020
Q2 | $3.86M | Buy |
165,019
+39,050
| +31% | +$914K | 1.69% | 20 |
|
|
2020
Q1 | $2.59M | Buy |
125,969
+42,944
| +52% | +$883K | 1.34% | 18 |
|
|
2019
Q4 | $2.48M | Buy |
83,025
+22,405
| +37% | +$668K | 1.1% | 18 |
|
|
2019
Q3 | $1.66M | Buy |
60,620
+25,688
| +74% | +$703K | 0.8% | 23 |
|
|
2019
Q2 | $1M | Buy |
34,932
+26,912
| +336% | +$773K | 0.51% | 28 |
|
|
2019
Q1 | $222K | Buy |
+8,020
| New | +$222K | 0.1% | 50 |
|