Birchcreek Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Birchcreek Wealth Management’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
2023 Q4	–	Sell	-9,472	Closed	-$236K	–	139
2023 Q3	$236K	Sell	9,472 -9,909	-51%	-$238K	0.16%	118
2023 Q2	$429K	Sell	19,381 -6,558	-25%	-$145K	0.3%	82
2023 Q1	$582K	Sell	25,939 -4,170	-14%	-$97.1K	0.46%	57
2022 Q4	$718K	Sell	30,109 -232	-0.8%	-$5.54K	0.64%	47
2022 Q3	$603K	Sell	30,341 -9,606	-24%	-$199K	0.56%	47
2022 Q2	$775K	Buy	39,947 +14,937	+60%	+$326K	0.7%	43
2022 Q1	$524K	Sell	25,010 -964	-4%	-$18.1K	0.46%	55
2021 Q4	$394K	Sell	25,974 -261	-1%	-$4.05K	0.34%	67
2021 Q3	$378K	Buy	26,235 +3,769	+17%	+$51.1K	0.35%	68
2021 Q2	$331K	Buy	22,466 +1,689	+8%	+$23.8K	0.32%	72
2021 Q1	$275K	Buy	+20,777	New	+$259K	0.29%	81

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return