Cerity Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cerity Partners’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,570	Closed	-$471K	–	2487
2024 Q3	$471K	Buy	19,570 +369	+2%	+$9.07K	﹤0.01%	1807
2024 Q2	$482K	Sell	19,201 -36	-0.2%	-$921	﹤0.01%	1558
2024 Q1	$498K	Buy	19,237 +130	+0.7%	+$3.06K	﹤0.01%	1599
2023 Q4	$440K	Buy	+19,107	New	+$450K	﹤0.01%	1329
2023 Q3	–	Sell	-19,719	Closed	-$437K	–	1496
2023 Q2	$437K	Sell	19,719 -2,455	-11%	-$54.2K	﹤0.01%	1240
2023 Q1	$498K	Buy	22,174 +175	+0.8%	+$4.07K	﹤0.01%	1290
2022 Q4	$524K	Buy	21,999 +3,643	+20%	+$86.9K	﹤0.01%	930
2022 Q3	$365K	Buy	18,356 +494	+3%	+$10.2K	﹤0.01%	824
2022 Q2	$347K	Buy	+17,862	New	+$390K	﹤0.01%	858

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cerity Partners's FENY Position: Q4 2024 in Review

Cerity Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2024, closing a stake of 19,570 shares — an estimated $471K sold.

Cerity Partners first reported a position in FENY in Q2 2022 and held it in 9 quarters. The position peaked at $524K in Q4 2022. 225 funds tracked by Wall St. Rank hold FENY as of Q4 2024.

Cerity Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 19,570 Fidelity MSCI Energy Index ETF shares in Q4 2024, an estimated $471K.
Cerity Partners first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and held it in 9 quarters.
Cerity Partners's Fidelity MSCI Energy Index ETF position peaked at $524K in Q4 2022.
225 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.