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

Buska 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 Q2	$1.81M	Sell	23,641 -17,071	-42%	-$1.26M	0.65%	26
2026 Q1	$2.86M	Sell	40,712 -2,643	-6%	-$196K	1.15%	20
2025 Q4	$3.37M	Sell	43,355 -13,120	-23%	-$991K	1.25%	18
2025 Q3	$4.31M	Sell	56,475 -12,340	-18%	-$929K	1.29%	18
2025 Q2	$5.1M	Buy	68,815 +36,769	+115%	+$2.55M	1.39%	18
2025 Q1	$2.23M	Buy	32,046 +18,439	+136%	+$1.31M	0.7%	21
2024 Q4	$935K	Buy	+13,607	New	+$935K	0.3%	29

Other funds holding FNCL

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Buska Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 42% in Q2 2026, selling an estimated $1.26M and leaving 23,641 shares worth $1.81M. The position accounts for 0.65% of the portfolio, ranked #26.

Buska Wealth Management first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.1M in Q2 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Buska Wealth Management held 23,641 shares of Fidelity MSCI Financials Index ETF worth $1.81M as of Q2 2026.
Buska Wealth Management sold 17,071 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $1.26M.
Fidelity MSCI Financials Index ETF made up 0.65% of Buska Wealth Management's portfolio in Q2 2026, its #26 holding.
Buska Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
Buska Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $5.1M in Q2 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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