Birchbrook’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Birchbrook’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$592	Buy	+20	New	+$637	﹤0.01%	286

Other funds holding FENY

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return