EP Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

EP Wealth Advisors’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$694K	Buy
2025 Q1	$755K	Sell
2024 Q4	$709K	Buy
2024 Q3	$715K	Sell
2024 Q2	$752K	Sell
2024 Q1	$779K	Sell
2023 Q4	$707K	Sell
2023 Q3	$767K	Sell
2023 Q2	$686K	Buy
2023 Q1	$292K	Buy