CSWM
FENI icon

Cassady Schiller Wealth Management’s Fidelity Enhanced International ETF FENI Stock Holding History

Cassady Schiller Wealth Management’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$633 Buy
+23
New +$659 ﹤0.01% 906

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cassady Schiller Wealth Management's FENI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Fidelity Enhanced International ETF (FENI) in Q4 2024: 23 shares worth $633. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

144 funds tracked by Wall St. Rank hold FENI as of Q4 2024.

  • Cassady Schiller Wealth Management held 23 shares of Fidelity Enhanced International ETF worth $633 as of Q4 2024.
  • Fidelity Enhanced International ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Fidelity Enhanced International ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #906 holding.
  • 144 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.