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CRA Financial Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

CRA Financial Services’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
2026
Q2 		$257K Sell
8,700
-125
-1% -$3.98K 0.03% 278
2026
Q1 		$300K Sell
8,825
-500
-5% -$14.9K 0.04% 243
2025
Q4 		$231K Sell
9,325
-125
-1% -$3.09K 0.03% 270
2025
Q3 		$234K Hold
9,450
– – 0.03% 270
2025
Q2 		$222K Sell
9,450
-125
-1% -$2.87K 0.03% 262
2025
Q1 		$245K Buy
9,575
+125
+1% +$3.11K 0.04% 231
2024
Q4 		$225K Hold
9,450
– – 0.04% 240
2024
Q3 		$228K Hold
9,450
– – 0.04% 239
2024
Q2 		$237K Hold
9,450
– – 0.05% 218
2024
Q1 		$244K Hold
9,450
– – 0.05% 210
2023
Q4 		$218K Buy
9,450
+200
+2% +$4.71K 0.05% 205
2023
Q3 		$230K Hold
9,250
– – 0.06% 189
2023
Q2 		$205K Buy
9,250
+200
+2% +$4.42K 0.06% 202
2023
Q1 		$203K Hold
9,050
– – 0.06% 198
2022
Q4 		$216K Buy
+9,050
New +$216K 0.07% 183
2020
Q3 		– Sell
-14,225
Closed -$141K – 148
2020
Q2 		$141K Sell
14,225
-450
-3% -$4.37K 0.07% 135
2020
Q1 		$110K Buy
+14,675
New +$184K 0.07% 125

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

CRA Financial Services's FENY Position: Q2 2026 in Review

CRA Financial Services reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1.4% in Q2 2026, selling an estimated $3.98K and leaving 8,700 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #278.

CRA Financial Services first reported a position in FENY in Q1 2020 and has held it in 17 quarters since. The position peaked at $300K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • CRA Financial Services held 8,700 shares of Fidelity MSCI Energy Index ETF worth $257K as of Q2 2026.
  • CRA Financial Services sold 125 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $3.98K.
  • Fidelity MSCI Energy Index ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #278 holding.
  • CRA Financial Services first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and has held it in 17 quarters since.
  • CRA Financial Services's Fidelity MSCI Energy Index ETF position peaked at $300K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.