Acorn Financial Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.36M Buy
17,773
+3,259
+22% +$241K 0.18% 61
2026
Q1
$1.02M Buy
14,514
+939
+7% +$69.7K 0.14% 73
2025
Q4
$1.06M Buy
13,575
+1,523
+13% +$115K 0.16% 67
2025
Q3
$920K Buy
12,052
+2,581
+27% +$194K 0.14% 73
2025
Q2
$701K Buy
9,471
+2,415
+34% +$167K 0.12% 91
2025
Q1
$491K Buy
7,056
+568
+9% +$40.3K 0.09% 109
2024
Q4
$446K Buy
6,488
+723
+13% +$49.7K 0.07% 128
2024
Q3
$368K Buy
5,765
+1
+0% +$61 0.07% 138
2024
Q2
$334K Buy
5,764
+1,255
+28% +$72.7K 0.06% 144
2024
Q1
$268K Buy
+4,509
New +$251K 0.05% 172

Other funds holding FNCL

Acorn Financial Advisory Services's FNCL Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 22% in Q2 2026, buying an estimated $241K and bringing the position to 17,773 shares worth $1.36M. The position accounts for 0.18% of the portfolio, ranked #61.

Acorn Financial Advisory Services first reported a position in FNCL in Q1 2024 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Acorn Financial Advisory Services held 17,773 shares of Fidelity MSCI Financials Index ETF worth $1.36M as of Q2 2026.
  • Acorn Financial Advisory Services bought 3,259 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $241K.
  • Fidelity MSCI Financials Index ETF made up 0.18% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #61 holding.
  • Acorn Financial Advisory Services first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.