Concord Wealth Partners’s Fidelity Enhanced International ETF FENI Stock Holding History

Concord Wealth Partners’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
2026 Q2	$20.6K	Buy	+513	New	+$20.3K	﹤0.01%	475
2026 Q1	–	Sell	-508	Closed	-$18.6K	–	398
2025 Q4	$18.6K	Sell	508 -66	-11%	-$2.36K	﹤0.01%	453
2025 Q3	$20.2K	Sell	574 -5	-0.9%	-$170	﹤0.01%	455
2025 Q2	$19.2K	Buy	579 +5	+0.9%	+$156	﹤0.01%	464
2025 Q1	$17.1K	Buy	574 +3	+0.5%	+$88	﹤0.01%	453
2024 Q4	$15.7K	Buy	571 +2	+0.4%	+$57	﹤0.01%	485
2024 Q3	$17.2K	Buy	569 +2	+0.4%	+$58	﹤0.01%	496
2024 Q2	$16.1K	Sell	567 -601	-51%	-$17.1K	﹤0.01%	459
2024 Q1	$33.3K	Buy	1,168 +9	+0.8%	+$245	0.01%	417
2023 Q4	$30.7K	Buy	+1,159	New	+$29.7K	0.01%	427

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concord Wealth Partners's FENI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Enhanced International ETF (FENI) in Q2 2026: 513 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FENI as recently as Q4 2025.

Concord Wealth Partners first reported a position in FENI in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.3K in Q1 2024. 427 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

Concord Wealth Partners held 513 shares of Fidelity Enhanced International ETF worth $20.6K as of Q2 2026.
Fidelity Enhanced International ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity Enhanced International ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #475 holding.
Concord Wealth Partners first reported a position in Fidelity Enhanced International ETF in Q4 2023 and has held it in 10 quarters since.
Concord Wealth Partners's Fidelity Enhanced International ETF position peaked at $33.3K in Q1 2024.
427 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.