Clearstead Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-17	Closed	-$617	–	2917
2025 Q3	$617	Hold	17	–	–	﹤0.01%	2706
2025 Q2	$579	Hold	17	–	–	﹤0.01%	2476
2025 Q1	$513	Hold	17	–	–	﹤0.01%	2069
2024 Q4	$471	Hold	17	–	–	﹤0.01%	1986
2024 Q3	$515	Hold	17	–	–	﹤0.01%	1954
2024 Q2	$482	Hold	17	–	–	﹤0.01%	1940
2024 Q1	$489	Hold	17	–	–	﹤0.01%	1457
2023 Q4	$451	Buy	+17	New	+$435	﹤0.01%	1466

Other funds holding FENI

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's FENI Position: Q4 2025 in Review

Clearstead Advisors sold out of Fidelity Enhanced International ETF (FENI) in Q4 2025, closing a stake of 17 shares — an estimated $617 sold.

Clearstead Advisors first reported a position in FENI in Q4 2023 and held it in 8 quarters. The position peaked at $617 in Q3 2025. 328 funds tracked by Wall St. Rank hold FENI as of Q4 2025.

Clearstead Advisors reported no remaining Fidelity Enhanced International ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 17 Fidelity Enhanced International ETF shares in Q4 2025, an estimated $617.
Clearstead Advisors first reported a position in Fidelity Enhanced International ETF in Q4 2023 and held it in 8 quarters.
Clearstead Advisors's Fidelity Enhanced International ETF position peaked at $617 in Q3 2025.
328 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.