New England Capital Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

New England Capital Financial 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
2023 Q2	–	Sell	-283	Closed	-$7.37K	–	407
2023 Q1	$7.37K	Hold	283	–	–	0.01%	272
2022 Q4	$7.63K	Buy	+283	New	+$6.94K	0.01%	269

Other funds holding FNDE

CSIA

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

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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

New England Capital Financial Advisors's FNDE Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 283 shares — an estimated $7.37K sold.

New England Capital Financial Advisors first reported a position in FNDE in Q4 2022 and held it in 2 quarters. The position peaked at $7.63K in Q4 2022. 286 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

New England Capital Financial Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
New England Capital Financial Advisors sold 283 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $7.37K.
New England Capital Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 2 quarters.
New England Capital Financial Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $7.63K in Q4 2022.
286 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.