River Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-700	Closed	-$18K	–	266
2018 Q4	$18K	Hold	700	–	–	0.01%	351
2018 Q3	$20K	Buy	700 +240	+52%	+$6.75K	0.01%	376
2018 Q2	$13K	Buy	+460	New	+$13.7K	0.01%	414

Other funds holding FNDE

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

MIS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

River Wealth Advisors's FNDE Position: Q1 2019 in Review

River Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2019, closing a stake of 700 shares — an estimated $18K sold.

River Wealth Advisors first reported a position in FNDE in Q2 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 146 funds tracked by Wall St. Rank hold FNDE as of Q1 2019.

River Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 700 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2019, an estimated $18K.
River Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $20K in Q3 2018.
146 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.