Essex Financial Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Essex Financial Services’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Sell	8,571 -37	-0.4%	-$2.2K	0.03%	482
2026 Q1	$496K	Buy	8,608 +2,472	+40%	+$145K	0.03%	457
2025 Q4	$326K	Hold	6,136	–	–	0.02%	573
2025 Q3	$322K	Hold	6,136	–	–	0.02%	563
2025 Q2	$306K	Sell	6,136 -785	-11%	-$37.7K	0.02%	541
2025 Q1	$334K	Buy	6,921 +785	+13%	+$39K	0.02%	472
2024 Q4	$296K	Hold	6,136	–	–	0.02%	494
2024 Q3	$333K	Hold	6,136	–	–	0.02%	463
2024 Q2	$305K	Hold	6,136	–	–	0.02%	469
2024 Q1	$321K	Sell	6,136 -234	-4%	-$11.4K	0.03%	403
2023 Q4	$310K	Buy	6,370 +1	+0%	+$45	0.03%	390
2023 Q3	$281K	Buy	+6,369	New	+$295K	0.03%	382
2023 Q2	–	Sell	-5,415	Closed	-$247K	–	488
2023 Q1	$247K	Buy	+5,415	New	+$248K	0.03%	420
2022 Q3	–	Sell	-6,063	Closed	-$249K	–	470
2022 Q2	$249K	Buy	6,063 +406	+7%	+$19K	0.03%	413
2022 Q1	$281K	Buy	+5,657	New	+$270K	0.03%	399

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

IFA

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Essex Financial Services's FMAT Position: Q2 2026 in Review

Essex Financial Services reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 0.43% in Q2 2026, selling an estimated $2.2K and leaving 8,571 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #482.

Essex Financial Services first reported a position in FMAT in Q1 2022 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Essex Financial Services held 8,571 shares of Fidelity MSCI Materials Index ETF worth $501K as of Q2 2026.
Essex Financial Services sold 37 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $2.2K.
Fidelity MSCI Materials Index ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #482 holding.
Essex Financial Services first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and has held it in 15 quarters since.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.