Moneta Group Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Moneta Group Investment Advisors’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	$317K	Sell	7,994 -351	-4%	-$14.2K	﹤0.01%	676
2026 Q1	$319K	Buy	8,345 +552	+7%	+$21.3K	﹤0.01%	612
2025 Q4	$281K	Buy	+7,793	New	+$284K	﹤0.01%	652

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

Moneta Group Investment Advisors's FNDE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 4.2% in Q2 2026, selling an estimated $14.2K and leaving 7,994 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Moneta Group Investment Advisors first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q1 2026. 498 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Moneta Group Investment Advisors held 7,994 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $317K as of Q2 2026.
Moneta Group Investment Advisors sold 351 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $14.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #676 holding.
Moneta Group Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
Moneta Group Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $319K in Q1 2026.
498 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.