Bartlett & Co Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-39	Closed	-$2.77K	–	1242
2025 Q3	$2.77K	Hold	39	–	–	﹤0.01%	1071
2025 Q2	$2.53K	Hold	39	–	–	﹤0.01%	1074
2025 Q1	$2.19K	Buy	+39	New	+$2.35K	﹤0.01%	1061
2023 Q4	–	Sell	-34	Closed	-$1.35K	–	1253
2023 Q3	$1.35K	Hold	34	–	–	﹤0.01%	1098
2023 Q2	$1.37K	Buy	+34	New	+$1.29K	﹤0.01%	1089

Other funds holding FCOM

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bartlett & Co Wealth Management's FCOM Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2025, closing a stake of 39 shares — an estimated $2.77K sold.

Bartlett & Co Wealth Management first reported a position in FCOM in Q2 2023 and held it in 5 quarters. The position peaked at $2.77K in Q3 2025. 210 funds tracked by Wall St. Rank hold FCOM as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 39 Fidelity MSCI Communication Services Index ETF shares in Q4 2025, an estimated $2.77K.
Bartlett & Co Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2023 and held it in 5 quarters.
Bartlett & Co Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $2.77K in Q3 2025.
210 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.