Birchcreek Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Birchcreek Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1M	Buy	14,314 +949	+7%	+$70.4K	0.48%	40
2025 Q4	$1.04M	Sell	13,365 -6,590	-33%	-$498K	0.51%	35
2025 Q3	$1.52M	Buy	19,955 +379	+2%	+$28.5K	0.79%	24
2025 Q2	$1.45M	Buy	19,576 +1,009	+5%	+$70K	0.82%	23
2025 Q1	$1.29M	Sell	18,567 -652	-3%	-$46.2K	0.81%	23
2024 Q4	$1.32M	Buy	19,219 +438	+2%	+$30.1K	0.83%	24
2024 Q3	$1.2M	Sell	18,781 -669	-3%	-$41.1K	0.79%	30
2024 Q2	$1.13M	Sell	19,450 -1,812	-9%	-$105K	0.63%	36
2024 Q1	$1.26M	Sell	21,262 -2,446	-10%	-$136K	0.66%	42
2023 Q4	$1.27M	Sell	23,708 -2,703	-10%	-$132K	0.76%	34
2023 Q3	$1.23M	Sell	26,411 -5,723	-18%	-$277K	0.83%	30
2023 Q2	$1.51M	Sell	32,134 -1,248	-4%	-$56.7K	1.06%	23
2023 Q1	$1.51M	Sell	33,382 -3,008	-8%	-$147K	1.19%	21
2022 Q4	$1.74M	Sell	36,390 -1,741	-5%	-$83.3K	1.55%	16
2022 Q3	$1.64M	Sell	38,131 -1,414	-4%	-$66.5K	1.52%	16
2022 Q2	$1.76M	Buy	39,545 +841	+2%	+$41.1K	1.58%	16
2022 Q1	$2.1M	Buy	38,704 +2,046	+6%	+$113K	1.86%	16
2021 Q4	$2.05M	Sell	36,658 -1,075	-3%	-$60.7K	1.79%	18
2021 Q3	$2.03M	Buy	37,733 +2,107	+6%	+$112K	1.89%	15
2021 Q2	$1.86M	Buy	35,626 +152	+0.4%	+$7.95K	1.8%	16
2021 Q1	$1.74M	Buy	35,474 +15,496	+78%	+$716K	1.84%	17
2020 Q4	$843K	Buy	+19,978	New	+$763K	0.83%	30

Other funds holding FNCL

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Birchcreek Wealth Management's FNCL Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 7.1% in Q1 2026, buying an estimated $70.4K and bringing the position to 14,314 shares worth $1M. The position accounts for 0.48% of the portfolio, ranked #40.

Birchcreek Wealth Management first reported a position in FNCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q1 2022. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Birchcreek Wealth Management held 14,314 shares of Fidelity MSCI Financials Index ETF worth $1M as of Q1 2026.
Birchcreek Wealth Management bought 949 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $70.4K.
Fidelity MSCI Financials Index ETF made up 0.48% of Birchcreek Wealth Management's portfolio in Q1 2026, its #40 holding.
Birchcreek Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and has held it in 22 quarters since.
Birchcreek Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $2.1M in Q1 2022.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.