Envestnet Portfolio Solutions’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
20,795
+2,719
| +15% | +$113K | ﹤0.01% | 850 |
|
|
2025
Q1 | $708K | Buy |
18,076
+2,585
| +17% | +$101K | ﹤0.01% | 919 |
|
|
2024
Q4 | $638K | Buy |
15,491
+5,294
| +52% | +$218K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $422K | Buy |
10,197
+3,222
| +46% | +$133K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $263K | Buy |
+6,975
| New | +$263K | ﹤0.01% | 1451 |
|