CSM Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

CSM Advisors’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
2024 Q1	–	Sell	-16,900	Closed	-$1.03M	–	139
2023 Q4	$1.03M	Hold	16,900	–	–	0.07%	105
2023 Q3	$914K	Hold	16,900	–	–	0.08%	102
2023 Q2	$961K	Hold	16,900	–	–	0.07%	110
2023 Q1	$893K	Hold	16,900	–	–	0.08%	103
2022 Q4	$857K	Sell	16,900 -4,000	-19%	-$198K	0.08%	102
2022 Q3	$914K	Hold	20,900	–	–	0.1%	98
2022 Q2	$945K	Hold	20,900	–	–	0.09%	92
2022 Q1	$1.13M	Hold	20,900	–	–	0.08%	94
2021 Q4	$1.17M	Hold	20,900	–	–	0.08%	103
2021 Q3	$1.08M	Hold	20,900	–	–	0.08%	98
2021 Q2	$1.13M	Buy	+20,900	New	+$1.13M	0.07%	99

Other funds holding FIDU

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

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

AWM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CSM Advisors's FIDU Position: Q1 2024 in Review

CSM Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2024, closing a stake of 16,900 shares — an estimated $1.03M sold.

CSM Advisors first reported a position in FIDU in Q2 2021 and held it in 11 quarters. The position peaked at $1.17M in Q4 2021. 143 funds tracked by Wall St. Rank hold FIDU as of Q1 2024.

CSM Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2024 after selling out during the quarter.
CSM Advisors sold 16,900 Fidelity MSCI Industrials Index ETF shares in Q1 2024, an estimated $1.03M.
CSM Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and held it in 11 quarters.
CSM Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.17M in Q4 2021.
143 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2024.

Based on CSM Advisors's 13F filing for Q1 2024, filed 15 May 2024.