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

Ropes 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
2021
Q1 		– Sell
-327
Closed -$9K – 448
2020
Q4 		$9K Buy
+327
New +$8.53K ﹤0.01% 542

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ropes Wealth Advisors's FNDE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2021, closing a stake of 327 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in FNDE in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 202 funds tracked by Wall St. Rank hold FNDE as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 327 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2021, an estimated $9K.
  • Ropes Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $9K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.