WIA
FNDF icon

Wealthstreet Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Wealthstreet Investment Advisors’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,620
Closed -$405K – 176
2021
Q1 		$405K Hold
12,620
– – 0.04% 278
2020
Q4 		$370K Hold
12,620
– – 0.04% 273
2020
Q3 		$310K Hold
12,620
– – 0.03% 274
2020
Q2 		$300K Sell
12,620
-1,000
-7% -$22.6K 0.04% 270
2020
Q1 		$286K Sell
13,620
-10,000
-42% -$259K 0.04% 250
2019
Q4 		$683K Buy
23,620
+500
+2% +$14.2K 0.08% 202
2019
Q3 		$660K Hold
23,120
– – 0.08% 192
2019
Q2 		$644K Hold
23,120
– – 0.08% 188
2019
Q1 		$638K Hold
23,120
– – 0.08% 191
2018
Q4 		$618K Sell
23,120
-400
-2% -$11K 0.09% 187
2018
Q3 		$704K Buy
23,520
+220
+0.9% +$6.54K 0.09% 202
2018
Q2 		$688K Hold
23,300
– – 0.09% 198
2018
Q1 		$699K Buy
23,300
+4,100
+21% +$126K 0.09% 194
2017
Q4 		$584K Buy
+19,200
New +$581K 0.07% 215

Other funds holding FNDF

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return