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Ball & Co Wealth Management’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Ball & Co Wealth Management’s Portfolio FDEM Stock Details FDEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,501
Closed -$65.7K – 71
2025
Q1 		$63K Sell
2,501
-169
-6% -$4.35K 0.07% 26
2024
Q4 		$67K Buy
+2,670
New +$70K 0.05% 28

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KAS
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Cetera Investment Advisers
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WF
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Osaic Holdings
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ball & Co Wealth Management's FDEM Position: Q2 2025 in Review

Ball & Co Wealth Management sold out of Fidelity Emerging Markets Multifactor ETF (FDEM) in Q2 2025, closing a stake of 2,501 shares — an estimated $65.7K sold.

Ball & Co Wealth Management first reported a position in FDEM in Q4 2024 and held it in 2 quarters. The position peaked at $67K in Q4 2024. 45 funds tracked by Wall St. Rank hold FDEM as of Q2 2025.

  • Ball & Co Wealth Management reported no remaining Fidelity Emerging Markets Multifactor ETF position as of Q2 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 2,501 Fidelity Emerging Markets Multifactor ETF shares in Q2 2025, an estimated $65.7K.
  • Ball & Co Wealth Management first reported a position in Fidelity Emerging Markets Multifactor ETF in Q4 2024 and held it in 2 quarters.
  • Ball & Co Wealth Management's Fidelity Emerging Markets Multifactor ETF position peaked at $67K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q2 2025.

Based on Ball & Co Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.