Coston McIsaac & Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Coston McIsaac & Partners’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9	Closed	–	–	778
2024 Q4	$0	Hold	9	–	–	﹤0.01%	775
2024 Q3	$0	Hold	9	–	–	﹤0.01%	773
2024 Q2	$0	Hold	9	–	–	﹤0.01%	754
2024 Q1	$0	Hold	9	–	–	﹤0.01%	737
2023 Q4	$0	Hold	9	–	–	﹤0.01%	734
2023 Q3	$0	Buy	9 +5	+125%	+$284	﹤0.01%	738
2023 Q2	$0	Buy	4 +1	+33%	+$53	﹤0.01%	787
2023 Q1	$0	Hold	3	–	–	﹤0.01%	813
2022 Q4	$0	Hold	3	–	–	﹤0.01%	779
2022 Q3	$0	Buy	3 +2	+200%	+$96	﹤0.01%	697
2022 Q2	$0	Buy	+1	New	+$49	﹤0.01%	483

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Coston McIsaac & Partners's FIDU Position: Q1 2025 in Review

Coston McIsaac & Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2025, closing a stake of 9 shares.

Coston McIsaac & Partners first reported a position in FIDU in Q2 2022 and held it in 11 quarters. The position peaked at $0 in Q4 2024. 177 funds tracked by Wall St. Rank hold FIDU as of Q1 2025.

Coston McIsaac & Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 9 Fidelity MSCI Industrials Index ETF shares in Q1 2025.
Coston McIsaac & Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2022 and held it in 11 quarters.
Coston McIsaac & Partners's Fidelity MSCI Industrials Index ETF position peaked at $0 in Q4 2024.
177 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2025.

Based on Coston McIsaac & Partners's 13F filing for Q1 2025, filed 13 May 2025.