Concord Wealth Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Concord Wealth Partners’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.5K	Buy	+949	New	+$56.3K	0.01%	354
2026 Q1	–	Sell	-962	Closed	-$51.1K	–	406
2025 Q4	$51.1K	Sell	962 -38	-4%	-$1.96K	0.01%	323
2025 Q3	$52.4K	Sell	1,000 -6	-0.6%	-$312	0.01%	327
2025 Q2	$50.1K	Sell	1,006 -18	-2%	-$864	0.01%	341
2025 Q1	$49.5K	Sell	1,024 -18	-2%	-$895	0.01%	320
2024 Q4	$50.2K	Sell	1,042 -274	-21%	-$14.5K	0.01%	328
2024 Q3	$71.3K	Sell	1,316 -51	-4%	-$2.61K	0.01%	294
2024 Q2	$67.6K	Sell	1,367 -17	-1%	-$865	0.01%	276
2024 Q1	$72.5K	Sell	1,384 -25	-2%	-$1.22K	0.01%	304
2023 Q4	$68.7K	Sell	1,409 -9	-0.6%	-$405	0.01%	314
2023 Q3	$62.7K	Hold	1,418	–	–	0.01%	348
2023 Q2	$66.2K	Buy	1,418 +6	+0.4%	+$268	0.01%	319
2023 Q1	$64.4K	Sell	1,412 -18	-1%	-$825	0.02%	311
2022 Q4	$62.4K	Buy	+1,430	New	+$61.6K	0.02%	329
2022 Q3	–	Sell	-1,838	Closed	-$75K	–	499
2022 Q2	$75K	Buy	1,838 +10	+0.5%	+$468	0.02%	304
2022 Q1	$91K	Buy	1,828 +405	+28%	+$19.4K	0.02%	315
2021 Q4	$72K	Buy	+1,423	New	+$68.5K	0.02%	372

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026: 949 shares worth $55.5K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FMAT as recently as Q4 2025.

Concord Wealth Partners first reported a position in FMAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $91K in Q1 2022. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Concord Wealth Partners held 949 shares of Fidelity MSCI Materials Index ETF worth $55.5K as of Q2 2026.
Fidelity MSCI Materials Index ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity MSCI Materials Index ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #354 holding.
Concord Wealth Partners first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Fidelity MSCI Materials Index ETF position peaked at $91K in Q1 2022.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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