Almanack Investment Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Almanack Investment Partners’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,044	Closed	-$206K	–	330
2026 Q1	$206K	Buy	+6,044	New	+$180K	0.03%	166
2022 Q4	–	Sell	-2,750	Closed	-$55K	–	511
2022 Q3	$55K	Buy	+2,750	New	+$57.1K	0.01%	252
2018 Q3	–	Sell	-4,821	Closed	-$102K	–	274
2018 Q2	$102K	Sell	4,821 -3,883	-45%	-$80.3K	0.05%	147
2018 Q1	$163K	Sell	8,704 -111,153	-93%	-$2.18M	0.06%	128
2017 Q4	$2.4M	Buy	+119,857	New	+$2.28M	0.95%	24

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Almanack Investment Partners's FENY Position: Q2 2026 in Review

Almanack Investment Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 6,044 shares — an estimated $206K sold.

Almanack Investment Partners first reported a position in FENY in Q4 2017 and held it in 5 quarters. The position peaked at $2.4M in Q4 2017. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Almanack Investment Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
Almanack Investment Partners sold 6,044 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $206K.
Almanack Investment Partners first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and held it in 5 quarters.
Almanack Investment Partners's Fidelity MSCI Energy Index ETF position peaked at $2.4M in Q4 2017.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.