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Carolinas Wealth Consulting’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Carolinas Wealth Consulting’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-291
Closed -$14.2K – 1047
2024
Q4 		$14.2K Hold
291
– – ﹤0.01% 509
2024
Q3 		$15.1K Buy
+291
New +$13.9K ﹤0.01% 511

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KAS
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Carolinas Wealth Consulting's FUTY Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 291 shares — an estimated $14.2K sold.

Carolinas Wealth Consulting first reported a position in FUTY in Q3 2024 and held it in 2 quarters. The position peaked at $15.1K in Q3 2024. 211 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 291 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $14.2K.
  • Carolinas Wealth Consulting first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Fidelity MSCI Utilities Index ETF position peaked at $15.1K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.