Cassilly Financial Group’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Cassilly Financial Group’s Portfolio FDEM Stock Details FDEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.62M	Buy	45,503 +14,798	+48%	+$528K	1.09%	23
2026 Q2	$1.12M	Buy	30,705 +5,851	+24%	+$208K	0.81%	28
2026 Q1	$785K	Buy	24,854 +2,368	+11%	+$78.1K	0.68%	36
2025 Q4	$694K	Buy	+22,486	New	+$688K	0.61%	37

Other funds holding FDEM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cassilly Financial Group's FDEM Position: Q3 2026 in Review

Cassilly Financial Group increased its Fidelity Emerging Markets Multifactor ETF (FDEM) stake by 48% in Q3 2026, buying an estimated $528K and bringing the position to 45,503 shares worth $1.62M. The position accounts for 1.09% of the portfolio, ranked #23.

Cassilly Financial Group first reported a position in FDEM in Q4 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold FDEM as of Q3 2026.

Cassilly Financial Group held 45,503 shares of Fidelity Emerging Markets Multifactor ETF worth $1.62M as of Q3 2026.
Cassilly Financial Group bought 14,798 Fidelity Emerging Markets Multifactor ETF shares in Q3 2026, an estimated $528K.
Fidelity Emerging Markets Multifactor ETF made up 1.09% of Cassilly Financial Group's portfolio in Q3 2026, its #23 holding.
Cassilly Financial Group first reported a position in Fidelity Emerging Markets Multifactor ETF in Q4 2025 and has held it in 4 quarters since.
3 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.