EP Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Sell
2025 Q1	$2.32M	Sell
2024 Q4	$2.31M	Sell
2024 Q3	$2.15M	Sell
2024 Q2	$2.08M	Sell
2024 Q1	$2.19M	Sell
2023 Q4	$2.23M	Sell
2023 Q3	$1.95M	Buy
2023 Q2	$1.97M	Sell
2023 Q1	$264K	Buy