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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
9,471
+2,415
+34% +$179K 0.12% 91
2025
Q1
$491K Buy
7,056
+568
+9% +$39.5K 0.09% 109
2024
Q4
$446K Buy
6,488
+723
+13% +$49.7K 0.07% 128
2024
Q3
$368K Buy
5,765
+1
+0% +$64 0.07% 138
2024
Q2
$334K Buy
5,764
+1,255
+28% +$72.7K 0.06% 144
2024
Q1
$268K Buy
+4,509
New +$268K 0.05% 172