CVA Family Office’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

CVA Family Office’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	$8.72K	Hold	149	–	–	﹤0.01%	1058
2026 Q1	$8.59K	Hold	149	–	–	﹤0.01%	1046
2025 Q4	$7.91K	Hold	149	–	–	﹤0.01%	828
2025 Q3	$7.81K	Hold	149	–	–	﹤0.01%	839
2025 Q2	$7.43K	Hold	149	–	–	﹤0.01%	843
2025 Q1	$7.2K	Hold	149	–	–	﹤0.01%	849
2024 Q4	$7.18K	Hold	149	–	–	﹤0.01%	839
2024 Q3	$8.08K	Hold	149	–	–	﹤0.01%	787
2024 Q2	$7.37K	Hold	149	–	–	﹤0.01%	783
2024 Q1	$7.8K	Hold	149	–	–	﹤0.01%	782
2023 Q4	$7.26K	Buy	+149	New	+$6.7K	﹤0.01%	766

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

CVA Family Office's FMAT Position: Q2 2026 in Review

CVA Family Office held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q2 2026 at 149 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

CVA Family Office first reported a position in FMAT in Q4 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

CVA Family Office held 149 shares of Fidelity MSCI Materials Index ETF worth $8.72K as of Q2 2026.
CVA Family Office left its Fidelity MSCI Materials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1058 holding.
CVA Family Office first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.