WestHill Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

WestHill Financial 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
2023 Q4	–	Sell	-263	Closed	-$6.9K	–	83
2023 Q3	$6.9K	Hold	263	–	–	﹤0.01%	107
2023 Q2	$7.04K	Hold	263	–	–	﹤0.01%	102
2023 Q1	$6.85K	Hold	263	–	–	﹤0.01%	105
2022 Q4	$6.52K	Hold	263	–	–	﹤0.01%	110
2022 Q3	$6K	Hold	263	–	–	﹤0.01%	100
2022 Q2	$7K	Sell	263 -371	-59%	-$10.2K	﹤0.01%	101
2022 Q1	$18K	Hold	634	–	–	0.01%	101
2021 Q4	$20K	Hold	634	–	–	0.01%	103
2021 Q3	$20K	Buy	+634	New	+$20.2K	0.01%	88

Other funds holding FNDE

CSIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

WestHill Financial Advisors's FNDE Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2023, closing a stake of 263 shares — an estimated $6.9K sold.

WestHill Financial Advisors first reported a position in FNDE in Q3 2021 and held it in 9 quarters. The position peaked at $20K in Q4 2021. 307 funds tracked by Wall St. Rank hold FNDE as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 263 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2023, an estimated $6.9K.
WestHill Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $20K in Q4 2021.
307 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.