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Western Pacific Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Western Pacific Wealth Management’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
2024
Q2 		– Sell
-115
Closed -$3.19K – 252
2024
Q1 		$3.19K Buy
+115
New +$3.1K ﹤0.01% 230

Other funds holding FNDE

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Western Pacific Wealth Management's FNDE Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2024, closing a stake of 115 shares — an estimated $3.19K sold.

Western Pacific Wealth Management first reported a position in FNDE in Q1 2024 and held it in 1 quarter. The position peaked at $3.19K in Q1 2024. 316 funds tracked by Wall St. Rank hold FNDE as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 115 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2024, an estimated $3.19K.
  • Western Pacific Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.19K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.