Brighton Jones LLC’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Brighton Jones LLC’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	$276K	Buy	9,341 +65	+0.7%	+$2.07K	0.01%	1093
2026 Q1	$316K	Buy	+9,276	New	+$276K	0.01%	910
2025 Q4	–	Sell	-9,154	Closed	-$226K	–	362
2025 Q3	$226K	Sell	9,154 -4	-0%	-$97	0.01%	920
2025 Q2	$215K	Buy	+9,158	New	+$210K	0.01%	846
2023 Q2	–	Sell	-10,253	Closed	-$230K	–	551
2023 Q1	$230K	Sell	10,253 -133	-1%	-$3.1K	0.01%	438
2022 Q4	$248K	Buy	+10,386	New	+$248K	0.01%	387

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Brighton Jones LLC's FENY Position: Q2 2026 in Review

Brighton Jones LLC increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.7% in Q2 2026, buying an estimated $2.07K and bringing the position to 9,341 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1093.

Brighton Jones LLC first reported a position in FENY in Q4 2022 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Brighton Jones LLC held 9,341 shares of Fidelity MSCI Energy Index ETF worth $276K as of Q2 2026.
Brighton Jones LLC bought 65 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $2.07K.
Fidelity MSCI Energy Index ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1093 holding.
Brighton Jones LLC first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 6 quarters since.
Brighton Jones LLC's Fidelity MSCI Energy Index ETF position peaked at $316K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.