BIP Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

BIP Wealth’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Buy	3,258 +7	+0.2%	+$657	0.01%	444
2026 Q1	$281K	Buy	3,251 +10	+0.3%	+$899	0.01%	380
2025 Q4	$267K	Buy	3,241 +5	+0.2%	+$410	0.01%	386
2025 Q3	$265K	Buy	3,236 +11	+0.3%	+$882	0.01%	254
2025 Q2	$250K	Buy	3,225 +9	+0.3%	+$644	0.02%	231
2025 Q1	$220K	Buy	3,216 +10	+0.3%	+$715	0.01%	247
2024 Q4	$225K	Hold	3,206	–	–	0.02%	238
2024 Q3	$231K	Hold	3,206	–	–	0.02%	216
2024 Q2	$210K	Hold	3,206	–	–	0.02%	185
2024 Q1	$217K	Buy	+3,206	New	+$202K	0.02%	201

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

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

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

BIP Wealth's FIDU Position: Q2 2026 in Review

BIP Wealth increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.22% in Q2 2026, buying an estimated $657 and bringing the position to 3,258 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #444.

BIP Wealth first reported a position in FIDU in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

BIP Wealth held 3,258 shares of Fidelity MSCI Industrials Index ETF worth $325K as of Q2 2026.
BIP Wealth bought 7 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $657.
Fidelity MSCI Industrials Index ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #444 holding.
BIP Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2024 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.