WestHill Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

WestHill Financial 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
2023 Q1	–	Sell	-168	Closed	-$4.88K	–	118
2022 Q4	$4.88K	Hold	168	–	–	﹤0.01%	112
2022 Q3	$4K	Hold	168	–	–	﹤0.01%	104
2022 Q2	$5K	Sell	168 -90	-35%	-$2.76K	﹤0.01%	106
2022 Q1	$8K	Hold	258	–	–	﹤0.01%	108
2021 Q4	$8K	Hold	258	–	–	﹤0.01%	111
2021 Q3	$8K	Buy	+258	New	+$8.55K	﹤0.01%	95

Other funds holding FNDF

CSIA

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SFA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

WestHill Financial Advisors's FNDF Position: Q1 2023 in Review

WestHill Financial Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2023, closing a stake of 168 shares — an estimated $4.88K sold.

WestHill Financial Advisors first reported a position in FNDF in Q3 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 431 funds tracked by Wall St. Rank hold FNDF as of Q1 2023.

WestHill Financial Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
WestHill Financial Advisors sold 168 Schwab Fundamental International Large Company Index ETF shares in Q1 2023, an estimated $4.88K.
WestHill Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2021 and held it in 6 quarters.
WestHill Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $8K in Q1 2022.
431 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2023.

Based on WestHill Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.