BlueStem Wealth Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

BlueStem Wealth Partners’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30M	Buy	+668,158	New	+$31.5M	2.99%	10

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BlueStem Wealth Partners's FESM Position: Q3 2026 in Review

BlueStem Wealth Partners opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2026: 668,158 shares worth $30M. The stake represents 2.99% of the portfolio and ranks #10 among its holdings.

270 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

BlueStem Wealth Partners held 668,158 shares of Fidelity Enhanced Small Cap Core ETF worth $30M as of Q3 2026.
Fidelity Enhanced Small Cap Core ETF was a new BlueStem Wealth Partners position in Q3 2026.
Fidelity Enhanced Small Cap Core ETF made up 2.99% of BlueStem Wealth Partners's portfolio in Q3 2026, its #10 holding.
270 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.