Elwood & Goetz Wealth Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Sell	977 -510	-34%	-$133K	0.04%	127
2026 Q1	$309K	Buy	1,487 +591	+66%	+$130K	0.05%	104
2025 Q4	$201K	Buy	+896	New	+$203K	0.04%	135
2022 Q2	–	Sell	-2,068	Closed	-$255K	–	63
2022 Q1	$255K	Buy	+2,068	New	+$251K	0.08%	56

Other funds holding FTEC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's FTEC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 34% in Q2 2026, selling an estimated $133K and leaving 977 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #127.

Elwood & Goetz Wealth Advisory Group first reported a position in FTEC in Q1 2022 and has held it in 4 quarters since. The position peaked at $309K in Q1 2026. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 977 shares of Fidelity MSCI Information Technology Index ETF worth $279K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 510 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $133K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #127 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 4 quarters since.
Elwood & Goetz Wealth Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $309K in Q1 2026.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.