Bawa N Mallick Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bawa N Mallick Trust’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$857K	Hold	3,000	–	–	0.28%	52
2026 Q1	$624K	Hold	3,000	–	–	0.26%	53
2025 Q4	$674K	Hold	3,000	–	–	0.25%	53
2025 Q3	$667K	Hold	3,000	–	–	0.25%	53
2025 Q2	$592K	Hold	3,000	–	–	0.24%	53
2025 Q1	$484K	Hold	3,000	–	–	0.23%	52
2024 Q4	$555K	Buy	+3,000	New	+$548K	0.24%	53

Other funds holding FTEC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bawa N Mallick Trust's FTEC Position: Q2 2026 in Review

Bawa N Mallick Trust held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 3,000 shares worth $857K. The position accounts for 0.28% of the portfolio, ranked #52.

Bawa N Mallick Trust first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 648 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Bawa N Mallick Trust held 3,000 shares of Fidelity MSCI Information Technology Index ETF worth $857K as of Q2 2026.
Bawa N Mallick Trust left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.28% of Bawa N Mallick Trust's portfolio in Q2 2026, its #52 holding.
Bawa N Mallick Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
648 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.