MorganRosel Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

MorganRosel Wealth Management’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 Q1	$5.15M	Buy	134,685 +108,253	+410%	+$4.17M	2.03%	12
2025 Q4	$953K	Buy	26,432 +2,939	+13%	+$107K	0.24%	63
2025 Q3	$850K	Buy	23,493 +3,116	+15%	+$107K	0.22%	70
2025 Q2	$673K	Buy	20,377 +641	+3%	+$19.9K	0.18%	77
2025 Q1	$608K	Buy	19,736 +3,088	+19%	+$93.3K	0.18%	71
2024 Q4	$484K	Buy	16,648 +1,734	+12%	+$54K	0.16%	82
2024 Q3	$481K	Buy	14,914 +492	+3%	+$14.7K	0.16%	79
2024 Q2	$426K	Buy	14,422 +614	+4%	+$17.8K	0.15%	80
2024 Q1	$383K	Buy	13,808 +1,232	+10%	+$33.3K	0.14%	83
2023 Q4	$341K	Buy	12,576 +106	+0.9%	+$2.78K	0.13%	79
2023 Q3	$327K	Hold	12,470	–	–	0.14%	83
2023 Q2	$334K	Buy	12,470 +314	+3%	+$8.33K	0.14%	81
2023 Q1	$317K	Sell	12,156 -905	-7%	-$23.6K	0.14%	81
2022 Q4	$324K	Buy	13,061 +4,426	+51%	+$109K	0.15%	79
2022 Q3	$202K	Buy	+8,635	New	+$220K	0.1%	88
2022 Q2	–	Sell	-7,636	Closed	-$221K	–	91
2022 Q1	$221K	Buy	7,636 +340	+5%	+$10.4K	0.11%	85
2021 Q4	$226K	Hold	7,296	–	–	0.11%	80
2021 Q3	$235K	Buy	+7,296	New	+$232K	0.13%	79
2019 Q3	–	Sell	-146,497	Closed	-$4.21M	–	74
2019 Q2	$4.21M	Buy	146,497 +1,990	+1%	+$55.7K	3.47%	8
2019 Q1	$4.01M	Buy	+144,507	New	+$4.01M	3.4%	9

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MorganRosel Wealth Management's FNDE Position: Q1 2026 in Review

MorganRosel Wealth Management increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 410% in Q1 2026, buying an estimated $4.17M and bringing the position to 134,685 shares worth $5.15M. The position accounts for 2.03% of the portfolio, ranked #12.

MorganRosel Wealth Management first reported a position in FNDE in Q1 2019 and has held it in 20 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

MorganRosel Wealth Management held 134,685 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $5.15M as of Q1 2026.
MorganRosel Wealth Management bought 108,253 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $4.17M.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.03% of MorganRosel Wealth Management's portfolio in Q1 2026, its #12 holding.
MorganRosel Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 20 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.