BFA
FFGX

Beaumont Financial Advisors’s Fidelity Fundamental Global ex-U.S. ETF FFGX Stock Holding History

Beaumont Financial Advisors’s Portfolio FFGX Stock Details FFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2M Buy
896,663
+201,897
+29% +$6.79M 1.99% 10
2026
Q1 		$21.2M Buy
694,766
+5,159
+0.7% +$164K 1.46% 20
2025
Q4 		$21M Buy
689,607
+1,676
+0.2% +$50.5K 1.38% 24
2025
Q3 		$20.6M Sell
687,931
-28,510
-4% -$828K 1.37% 24
2025
Q2 		$20.7M Buy
+716,441
New +$19.4M 1.49% 20

Other funds holding FFGX

4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Beaumont Financial Advisors's FFGX Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Fidelity Fundamental Global ex-U.S. ETF (FFGX) stake by 29% in Q2 2026, buying an estimated $6.79M and bringing the position to 896,663 shares worth $31.2M. The position accounts for 1.99% of the portfolio, ranked #10.

Beaumont Financial Advisors first reported a position in FFGX in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold FFGX as of Q2 2026.

  • Beaumont Financial Advisors held 896,663 shares of Fidelity Fundamental Global ex-U.S. ETF worth $31.2M as of Q2 2026.
  • Beaumont Financial Advisors bought 201,897 Fidelity Fundamental Global ex-U.S. ETF shares in Q2 2026, an estimated $6.79M.
  • Fidelity Fundamental Global ex-U.S. ETF made up 1.99% of Beaumont Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Beaumont Financial Advisors first reported a position in Fidelity Fundamental Global ex-U.S. ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Fidelity Fundamental Global ex-U.S. ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.