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 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 $18.5B AUM 19.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAC

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CVA Family Office's FMAT Position: Q1 2026 in Review

CVA Family Office held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q1 2026 at 149 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

CVA Family Office first reported a position in FMAT in Q4 2023 and has held it in 10 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

CVA Family Office held 149 shares of Fidelity MSCI Materials Index ETF worth $8.59K as of Q1 2026.
CVA Family Office left its Fidelity MSCI Materials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1046 holding.
CVA Family Office first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and has held it in 10 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.