Elm3 Financial Group’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Elm3 Financial Group’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$525K	Sell	7,551 -160	-2%	-$11.6K	0.36%	69
2026 Q1	$525K	Sell	7,711 -94	-1%	-$6.76K	0.44%	62
2025 Q4	$572K	Sell	7,805 -135	-2%	-$9.58K	0.47%	54
2025 Q3	$564K	Buy	7,940 +677	+9%	+$45.8K	0.46%	48
2025 Q2	$471K	Buy	+7,263	New	+$423K	0.39%	61

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Elm3 Financial Group's FCOM Position: Q2 2026 in Review

Elm3 Financial Group reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 2.1% in Q2 2026, selling an estimated $11.6K and leaving 7,551 shares worth $525K. The position accounts for 0.36% of the portfolio, ranked #69.

Elm3 Financial Group first reported a position in FCOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $572K in Q4 2025. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Elm3 Financial Group held 7,551 shares of Fidelity MSCI Communication Services Index ETF worth $525K as of Q2 2026.
Elm3 Financial Group sold 160 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $11.6K.
Fidelity MSCI Communication Services Index ETF made up 0.36% of Elm3 Financial Group's portfolio in Q2 2026, its #69 holding.
Elm3 Financial Group first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2025 and has held it in 5 quarters since.
Elm3 Financial Group's Fidelity MSCI Communication Services Index ETF position peaked at $572K in Q4 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.