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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Wealthstreet Investment Advisors's FNDF Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2021, closing a stake of 12,620 shares — an estimated $405K sold.

Wealthstreet Investment Advisors first reported a position in FNDF in Q4 2017 and held it in 14 quarters. The position peaked at $704K in Q3 2018. 324 funds tracked by Wall St. Rank hold FNDF as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 12,620 Schwab Fundamental International Large Company Index ETF shares in Q2 2021, an estimated $405K.
Wealthstreet Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $704K in Q3 2018.
324 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.