BWM
FIDU icon

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

Buska 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
2026
Q2 		$2.89M Sell
29,049
-12,601
-30% -$1.18M 1.04% 22
2026
Q1 		$3.6M Sell
41,650
-15,373
-27% -$1.38M 1.45% 16
2025
Q4 		$4.7M Sell
57,023
-22,992
-29% -$1.89M 1.74% 15
2025
Q3 		$6.56M Sell
80,015
-17,412
-18% -$1.4M 1.97% 16
2025
Q2 		$7.55M Sell
97,427
-35,570
-27% -$2.55M 2.06% 16
2025
Q1 		$9.11M Buy
132,997
+2,009
+2% +$144K 2.85% 10
2024
Q4 		$9.21M Buy
130,988
+14,304
+12% +$1.05M 2.95% 8
2024
Q3 		$8.42M Buy
116,684
+15,478
+15% +$1.05M 2.94% 8
2024
Q2 		$6.62M Buy
101,206
+21,433
+27% +$1.42M 2.64% 10
2024
Q1 		$5.41M Buy
+79,773
New +$5.04M 2.37% 11

Other funds holding FIDU

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Buska Wealth Management's FIDU Position: Q2 2026 in Review

Buska Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 30% in Q2 2026, selling an estimated $1.18M and leaving 29,049 shares worth $2.89M. The position accounts for 1.04% of the portfolio, ranked #22.

Buska Wealth Management first reported a position in FIDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.21M in Q4 2024. 41 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Buska Wealth Management held 29,049 shares of Fidelity MSCI Industrials Index ETF worth $2.89M as of Q2 2026.
  • Buska Wealth Management sold 12,601 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $1.18M.
  • Fidelity MSCI Industrials Index ETF made up 1.04% of Buska Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Buska Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Buska Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $9.21M in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.