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Avondale Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Avondale Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,496
Closed -$124K – 81
2025
Q2 		$124K Hold
2,496
– – 0.07% 67
2025
Q1 		$121K Buy
+2,496
New +$124K 0.08% 58

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Avondale Wealth Management's FMAT Position: Q3 2025 in Review

Avondale Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2025, closing a stake of 2,496 shares — an estimated $124K sold.

Avondale Wealth Management first reported a position in FMAT in Q1 2025 and held it in 2 quarters. The position peaked at $124K in Q2 2025. 116 funds tracked by Wall St. Rank hold FMAT as of Q3 2025.

  • Avondale Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 2,496 Fidelity MSCI Materials Index ETF shares in Q3 2025, an estimated $124K.
  • Avondale Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2025 and held it in 2 quarters.
  • Avondale Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $124K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.