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

Birchcreek Wealth Management’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
2023 Q4	–	Sell	-4,076	Closed	-$221K	–	140
2023 Q3	$221K	Sell	4,076 -6,422	-61%	-$365K	0.15%	124
2023 Q2	$597K	Sell	10,498 -2,608	-20%	-$138K	0.42%	63
2023 Q1	$693K	Sell	13,106 -3,723	-22%	-$196K	0.55%	48
2022 Q4	$853K	Sell	16,829 -1,185	-7%	-$58.8K	0.76%	38
2022 Q3	$787K	Sell	18,014 -4,407	-20%	-$212K	0.73%	43
2022 Q2	$1.01M	Buy	22,421 +5,357	+31%	+$262K	0.91%	33
2022 Q1	$918K	Sell	17,064 -2,155	-11%	-$115K	0.81%	33
2021 Q4	$1.08M	Buy	19,219 +652	+4%	+$36.1K	0.94%	31
2021 Q3	$963K	Buy	18,567 +2,095	+13%	+$114K	0.9%	31
2021 Q2	$893K	Buy	16,472 +1,674	+11%	+$90.7K	0.86%	30
2021 Q1	$771K	Buy	+14,798	New	+$726K	0.82%	36

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

AWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Birchcreek Wealth Management's FIDU Position: Q4 2023 in Review

Birchcreek Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2023, closing a stake of 4,076 shares — an estimated $221K sold.

Birchcreek Wealth Management first reported a position in FIDU in Q1 2021 and held it in 11 quarters. The position peaked at $1.08M in Q4 2021. 144 funds tracked by Wall St. Rank hold FIDU as of Q4 2023.

Birchcreek Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 4,076 Fidelity MSCI Industrials Index ETF shares in Q4 2023, an estimated $221K.
Birchcreek Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 11 quarters.
Birchcreek Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $1.08M in Q4 2021.
144 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2023.

Based on Birchcreek Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.